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(MEX) Create a vendor account with tax registration details

  • Cikk

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

In accordance with Mexican legislation, companies must report all vendor transactions in the Declaración Informativa de Operaciones con Terceros (DIOT), a tax declaration that is submitted to the Servicios de Administración Tributaria (SAT). The tax registration IDs must be included in the DIOT: the Registro Federal del Contribuyentes (RFC) number, Clave Única de Registro de Población (CURP) number, and state inscription number. The RFC number and state inscription number are assigned to both individuals and corporations, but CURP numbers are assigned only to individuals.

Use the Vendors form to enter the RFC, CURP, state inscription number, and other vendor details for the DIOT. You can also assign a default operation type for all vendor invoice transactions that you will create for the selected vendor.

  1. Click Accounts payable > Common > Vendors > All vendors.

  2. Click Vendor to create a new vendor.

  3. Click the Invoice and delivery FastTab, and in the Company type field, select 01: Legal Entity or 02: legal person.

    The RFC number, CURP number, and State inscription fields are only available if you select the type of company.

  4. In the RFC number field, enter the 12-character RFC number of the vendor. The first three characters represent the company name, the next six characters represent the date of company registration (YYMMDD), and the last three characters are assigned randomly by the government.

  5. In the CURP number field, enter the 18-character CURP number of the vendor. The first four characters represent the individual’s name, the next six characters represent the date of birth (YYMMDD), the next character represents the gender (M: female or H: male), and the next two characters represent the state where the person resides. The last five characters are assigned randomly by the tax authority.

  6. In the State inscription field, enter the state inscription number of the vendor.

  7. In the Type of vendor field, select 04: domestic vendor.

  8. In the Type of operation field, select the operation type as 03: professional services, 06: rent/lease, or 85: Others.

    The option you select becomes the default selection when you create purchase transactions for the vendor.

  9. Close the form to save your changes.

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