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Process Statuses for eDocuments in Mexico

 1 year ago
source link: https://blogs.sap.com/2022/06/10/process-statuses-for-edocuments-in-mexico/
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Process Statuses for eDocuments in Mexico

Hi Community!

Every now and then, I am asked how to perform an action to an eDocument, such as delete, cancel, resubmit, etc.

First of all, we have to check what actions are allowed, based on the current status of the eDocument.

All the actions you can take for an eDocument depends on the combination of the eDocument solution you have installed for a country/region and the process to which the eDocument belongs to.

In the app eDocument Cockpit, the system dynamically displays, on the right side of the screen, the [i] Help button, featuring the actions that are permitted, as in the image below:

Help%20button

Help button

For Mexico, there are currently 4 solutions provided by SAP: Delivery Note, eInvoice, ePayments, and Withholding Tax Certificate.

Below, I summarize in 4 tables what actions can be taken based on the eDocument status:

  • Mexico Delivery Note

The table below describes the possible statuses for the Mexico Delivery Note process. Some statuses require that you take actions.

Status Explanation Actions
eDocument Created (CREATED) This is the initial status of an eDocument once it has been created in the system. You can submit, delete, or cancel the eDocument.
Sending Requested (SEND_REQ) The eDocument has not reached the interface. Resubmit the eDocument.
Sent to Tax Authorities (SENT) The delivery note XML file has reached the tax authorities but there is a communication failure in processing the response. Resubmit the eDocument.
Accepted by Tax Authorities (ACCEPTED) The SAT has accepted the delivery note XML file. You can send the delivery note to the customer by choosing Send to Customer under Customer. If you want to cancel the delivery note XML file, you can send a cancellation request to the PAC by choosing Cancel eDocument under More.
Rejected by Tax Authorities (REJECTED) The SAT has rejected the delivery note XML file. You can perform the following actions:
– Cancel the eDocument and the source document.
– Correct the errors and resubmit the eDocument.
Cancellation Requested (CANCEL_REQ) A technical error has occurred in processing a cancellation request. Resubmit the cancellation request.
Awaiting Cancellation Response (CANC_PEND) The cancellation request is pending approval. Choose Status to check if the cancellation request has been approved or rejected.
eDocument Cancelled (CANCELLED) The cancellation request has been approved and the eDocument has been cancelled. No more user actions can be performed.
Note
The source document is not cancelled automatically. To keep data consistency in your system, cancel the source document manually in its source application.
Cancellation Rejected (CANC_REJE) The cancellation request has been rejected. You can make corrections based on the rejection reason and resubmit the cancellation request.
Sent to Customer (SEND_CUST) The delivery note has been sent to the customer. No further action is necessary. If you want to cancel the delivery note, you can send a cancellation request to the PAC.
  • Mexico eInvoice

The table below describes the possible statuses for the Mexico eInvoice process. Some statuses require that you take actions.

Status Explanation Actions
eDocument Created (CREATED) This is the initial status of an eDocument once it has been created in the system. You can submit, delete, or cancel the eDocument.
Sending Requested (SEND_REQ) The eDocument has not reached the interface. Resubmit the eDocument.
Sent to Tax Authorities (SENT) The invoice XML file has reached the tax authorities but there is a communication failure in processing the response. Resubmit the eDocument.
Accepted by Tax Authorities (ACCEPTED) The SAT has accepted the invoice XML file. You can send the invoice to the customer by choosing Send to Customer under Customer. If you want to cancel the invoice XML file, you can send a cancellation request to the PAC by choosing Cancel eDocument under More.
Rejected by Tax Authorities (REJECTED) The SAT has rejected the invoice XML file. You can perform the following actions:
– Cancel the eDocument and the source document.
– Correct the errors and resubmit the eDocument.
Cancellation Requested (CANCEL_REQ) A technical error has occurred in processing a cancellation request. Resubmit the cancellation request.
Awaiting Cancellation Response (CANC_PEND) The cancellation request is pending approval. Choose Status to check if the cancellation request has been approved or rejected.
eDocument Cancelled (CANCELLED) The cancellation request has been approved and the eDocument has been cancelled. No more user actions can be performed.
Note
The source document is not cancelled automatically. To keep data consistency in your system, cancel the source document manually in its source application.
Cancellation Rejected (CANC_REJE) The cancellation request has been rejected. You can make corrections based on the rejection reason and resubmit the cancellation request.
Sent to Customer (SEND_CUST) The invoice has been sent to the customer. No further action is necessary. If you want to cancel the invoice, you can send a cancellation request to the PAC.
  • Mexico ePayments

The table below describes the possible statuses for the Mexico ePayments process. Some statuses require that you take actions.

Status Explanation Actions
eDocument Created (CREATED) This is the initial status of an eDocument once it has been created in the system. You can submit the eDocument to the PAC, delete, or cancel the eDocument.
Sending Requested (SEND_REQ) The eDocument has not reached the interface. Resubmit the eDocument.
Sent to Tax Authorities (SENT) The document has reached the tax authorities but there is a communication failure in processing the response. Resubmit the eDocument.
Accepted by Tax Authorities (ACCEPTED) The SAT has accepted the eDocument. No further action is necessary. If you want to cancel the eDocument afterwards, you can send a cancellation request to the PAC by choosing Cancel eDocument under More.
Rejected by Tax Authorities (REJECTED) The SAT has rejected the eDocument. You can perform the following actions:
– Cancel the eDocument and the source document.
– Correct the errors and resubmit the eDocument.
Cancellation Requested (CANCEL_REQ) A technical error has occurred in processing a cancellation request. Resubmit the cancellation request.
eDocument Cancelled (CANCELLED) The cancellation request has been approved and the eDocument has been cancelled. No more user actions can be performed.
Note
The source document is not cancelled automatically. To keep data consistency in your system, cancel the source document manually in its source application.
Cancellation Rejected (CANC_REJE) The cancellation request has been rejected. You can make corrections based on the rejection reason and resubmit the cancellation request.
Awaiting Cancellation Response (CANC_PEND) The cancellation request is pending approval. Choose Status to check if the cancellation request has been approved or rejected.
Sent to Customer (SEND_CUST) The payment receipt complement has been sent to the customer. No further action is necessary. If you want to cancel the eDocument, you can send a cancellation request to the PAC.
  • Mexico Withholding Tax Certificate

The table below describes the possible statuses for the Mexico Withholding Tax Certificate process. Some statuses require that you take actions.

Status Explanation Possible Actions
eDocument Created (CREATED) A withholding tax certificate has been created.

– Submit the withholding tax certificate.

– Delete or cancel the withholding tax certificate. It unlocks the individual withholding tax documents from the withholding tax certificate. You can then include them in a new withholding tax certificate or cancel them as required.

Sending Requested (SEND_REQ) The system has requested XML mapping.

– Resubmit the withholding tax certificate.

– Cancel the withholding tax certificate. It unlocks the individual withholding tax documents from the withholding tax certificate. You can then include them in a new withholding tax certificate or cancel them as required.

Sent to Tax Authorities (SENT) The withholding tax certificate has reached the SAT, but errors occurred while the system processed the response. Resubmit the withholding tax certificate.
Accepted by Tax Authorities (ACCEPTED) The SAT has accepted the withholding tax certificate. If required, you can cancel the withholding tax certificate.
Rejected by Tax Authorities (REJECTED) The SAT has rejected the withholding tax certificate.

– Cancel the withholding tax certificate. It unlocks the individual withholding tax documents from the withholding tax certificate. You can then include them in a new withholding tax certificate or cancel them as required.

– Correct the errors and resubmit the withholding tax certificate.

Cancellation Requested (CANCEL_REQ) A technical error has occurred. Resubmit the cancellation request by choosing Cancel eDocument under More.
eDocument Cancelled (CANCELLED) The withholding tax certificate has been cancelled. You can include the individual withholding tax documents in a new withholding tax certificate or cancel them as required.
Cancellation Rejected (CANC_REJE) The cancellation request has been rejected. Make corrections based on the rejection reason and resubmit the cancellation request.
Awaiting Cancellation Response (CANC_PEND) The cancellation request is pending approval. Choose Status to check for a status update.
Sent to Supplier (SEND_VEND) The withholding tax certificate has been sent to the supplier. If required, you can cancel the withholding tax certificate.

The purpose of this blog post is to present you with the possible actions that can be taken based on an eDocument status in eDocument Cockpit for Mexico. In addition to that, you can find more information in SAP Help Portal page: Mexico Document and Reporting Compliance. For general topics, I suggest you to visit the following 3 SAP Document and Reporting Compliance pages: Topics, Q&A and Blogs.

I hope you find this information useful and I invite you to follow my profile, for similar content, and to leave a comment or make a suggestion, if you want me to write about another topic related to eDocuments for SAP S/4HANA Cloud.

Thank you!


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