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2017-06-08

Customizing Activity Documentation for Mexico CFDI 3.3

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1 Contents

1 Contents ............................................................................................................................ 2

2 Important Note .................................................................................................................. 3

3 Customizing Activities........................................................................................................ 4
3.1 Define Product/Service Codes (View CFDI_PRODCODEV) ........................................................ 4

3.2 Define Unit of Measure Codes (View CFDI_UOMV) ................................................................. 4

3.3 Assign SAT Unit of Measure to Base Unit of Measure (View CFDI_UOM_ASGNV) ................... 4

3.4 Assign SAT Tax Types and Factor Types (View CFDI_TAXESV) .................................................. 5

3.5 Assign SAT Payment Terms (View CFDI_PAYTERMSV) ............................................................. 5

3.6 Assign SAT Payment Method Codes (View CFDI_PAYMETHODV) ............................................ 5

3.7 Assign SAT Related Document Type Codes (View CFDI_RELDOCTYPEV) .................................. 6

4 Transaction CFDI_MATASGN ............................................................................................. 6

5 Field Helps ......................................................................................................................... 6


5.1 SAT Product/Service Code ....................................................................................................... 6

5.2 SAT Unit of Measure Code ....................................................................................................... 7

5.3 SAT Tax Type............................................................................................................................ 7

5.4 SAT Factor Type ....................................................................................................................... 7

5.5 SAT Terms of Payment ............................................................................................................. 7

5.6 SAT Payment Method Code ..................................................................................................... 7

5.7 SAT Related Document Type Code........................................................................................... 8

Important Disclaimers and Legal Information ......................................................................... 9


Coding Samples ................................................................................................................................. 9

Accessibility ....................................................................................................................................... 9

Gender-Neutral Language ................................................................................................................. 9

Internet Hyperlinks ........................................................................................................................... 9


2 Important Note

This document contains a preliminary version of the documentation for the Customizing activities and
transactions delivered with the SAP Note 2406126 for the Mexico CFDI version 3.3 changes. To get the
most up-to-date documentation, install the latest Support Packages that contain the Mexico CFDI
changes.

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3 Customizing Activities

To ensure that iDocs are filled in accordance with CFDI catalog values published by SAT, you make the
settings in the Customizing activities introduced below.

Once you have installed the Support Packages, you can find the Customizing activities in Customizing
for Cross-Application Components under General Application Components > Digital Signature >
Country-Specific Settings > Mexico > Digital Signature Settings > General Settings > Settings for iDoc
Filling with CFDI Catalog Data.

3.1 Define Product/Service Codes (View CFDI_PRODCODEV)

Use

In this Customizing activity, you define the SAT product or service codes that may be required for the
iDoc data.

Activities

After you have defined the product/service codes in this activity, you can assign them to material
numbers in the Assign Product/Service Codes to Material Numbers Customizing activity.

3.2 Define Unit of Measure Codes (View CFDI_UOMV)

Use

In this Customizing activity, you define the SAT unit of measure codes that may be required for the
iDoc data.

Activities

After you have defined the unit of measure codes used at SAT in this activity, you can assign them to
base unit of measures used in the system in the Assign SAT Unit of Measure to Base Unit of Measure
Customizing activity.

3.3 Assign SAT Unit of Measure to Base Unit of Measure (View


CFDI_UOM_ASGNV)

Use
In this Customizing activity, you assign the SAT unit of measure codes used at the Mexican tax
authorities (SAT) to the base unit of measures used in the system.

This allows the system to determine the SAT unit of measure code to be used in the iDoc based on the
base unit of measure used in the system document.

Requirements

You have defined the SAT unit of measure codes in the Define Unit of Measure Codes Customizing
activity.

3.4 Assign SAT Tax Types and Factor Types (View CFDI_TAXESV)

Use

In this Customizing activity, you assign the SAT tax types and SAT tax factor types to various
paramaters, such as document source type, account key and tax codes used in the system.

When the system reads the system document, it checks the pricing condition and based on that, it
finds the account key and tax code. Using this data and the document source, it can determine the SAT
tax types and factor types that must be included in the iDoc.

3.5 Assign SAT Payment Terms (View CFDI_PAYTERMSV)

Use

In this Customizing activity, you assign the SAT payment terms used at the Mexican tax authorities
(SAT) to the payment term keys used in the system.

This allows the system to determine the SAT payment term code to be used in the iDoc based on the
payment term key used in the system document.

3.6 Assign SAT Payment Method Codes (View CFDI_PAYMETHODV)

Use

In this Customizing activity, you assign the SAT payment method codes used at the Mexican tax
authorities (SAT) to the payment methods used in the system.

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This allows the system to determine the SAT payment method code to be used in the iDoc based on
the payment method used in the system document.

3.7 Assign SAT Related Document Type Codes (View CFDI_RELDOCTYPEV)

Use

In this Customizing activity, you assign the SAT related document type codes used at the Mexican tax
authorities (SAT) to the document types used in the system.

This allows the system to determine the SAT related document type code to be used in the iDoc based
on the document type used in the system document.

4 Transaction CFDI_MATASGN

To assign the SAT product or service codes published by the Mexican authorities to the material
numbers used in the system, you use the transaction CFDI_MATASGN.

This allows the system to determine the product or service code to be used in the iDoc based on the
material number.

Once you have installed the relevant Support Packages, this transaction will be available under the
following path on the SAP Easy Access screen:

Logistics -> Materials Management -> Material Master -> Country Specifics -> Mexico -> Assign
Material No. to Product Code

Note

Before you make the assignment, you must have defined the product or service codes in the Define
Product/Service Codes Customizing activity.

5 Field Helps

The field helps (F1 helps) described below explain the fields that are linked to from the Customizing
activity documentation introduced in section Customizing Activities.

5.1 SAT Product/Service Code

Definition
Specifies the number that uniquely identifies the product or service at the Mexican tax authorities
(SAT). This code is published by SAT in a product/service catalog.

Example

The number '10121602' represents the product 'birdseed' in the product catalog.

5.2 SAT Unit of Measure Code

Definition

Specifies the code that identifies the unit of measure at the Mexican tax authorities (SAT).

Example

The code 'KGM' represents 'kilogram' at SAT.

5.3 SAT Tax Type

Definition

Specifies the type of the tax that applies to the document. The possible tax types are defined by the
Mexican tax authorities (SAT).

5.4 SAT Factor Type

Definition

Indicates the basis for determining the tax amount for the document, for example, if it is calculated
based on a specific rate or it is a fixed amount. The possible values are defined by the Mexican tax
authorities (SAT).

5.5 SAT Terms of Payment

Definition

Specifies the terms of payment for the invoice. The possible values are defined by the tax authorities in
Mexico (SAT).

Use

The values for payment terms are delivered, which you can select as required.

5.6 SAT Payment Method Code

Definition

Specifies the code of the payment method for the invoice as defined by the tax authorities in Mexico
(SAT).

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Use

The values for payment method codes are delivered, which you can select as required.

5.7 SAT Related Document Type Code

Definition

Specifies the code of the document type that is related to the original document. The related
document can be, for example, a credit or debit memo, a reversal document, and so on. The possible
values are defined by the tax authorities in Mexico (SAT).

Use

The values for related document types are delivered, which you can select as required.
Important Disclaimers and Legal Information

Coding Samples
Any software coding and/or code lines / strings ("Code") included in this documentation are only examples and are not intended to be used in a productive system environment. The Code is
only intended to better explain and visualize the syntax and phrasing rules of certain coding. SAP does not warrant the correctness and completeness of the Code given herein, and SAP shall
not be liable for errors or damages caused by the usage of the Code, unless damages were caused by SAP intentionally or by SAP's gross negligence.

Accessibility
The information contained in the SAP documentation represents SAP's current view of accessibility criteria as of the date of publication; it is in no way intended to be a binding guideline on
how to ensure accessibility of software products. SAP in particular disclaims any liability in relation to this document. This disclaimer, however, does not apply in cases of willful misconduct
or gross negligence of SAP. Furthermore, this document does not result in any direct or indirect contractual obligations of SAP.

Gender-Neutral Language
As far as possible, SAP documentation is gender neutral. Depending on the context, the reader is addressed directly with "you", or a gender-neutral noun (such as "sales person" or "working
days") is used. If when referring to members of both sexes, however, the third-person singular cannot be avoided or a gender-neutral noun does not exist, SAP reserves the right to use the
masculine form of the noun and pronoun. This is to ensure that the documentation remains comprehensible.

Internet Hyperlinks
The SAP documentation may contain hyperlinks to the Internet. These hyperlinks are intended to serve as a hint about where to find related information. SAP does not warrant the availability
and correctness of this related information or the ability of this information to serve a particular purpose. SAP shall not be liable for any damages caused by the use of related information
unless damages have been caused by SAP's gross negligence or willful misconduct. All links are categorized for transparency (see: http://help.sap.com/disclaimer).

Processing of Digital Billing Documents


Important Disclaimers and Legal Information

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