Send CFDi Files to PAC
The Generate CFDI Payslips task flow creates an XML file containing the CFDI information.
You can send this file to your Proveedor Autorizado de Certificación (PAC) by setting up the delivery options for this task. This involves:
- Defining the FTP server for you PAC
- Adding the delivery option.
Define FTP Server
To define the FTP server, to submit the files:
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Navigate to the
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On the File Transfer Configurations page, click Add to create a new configuration.
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On the Add configuration page, enter the information in the Details, Server, and Security regions.
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Click Save and Close.
For more information on adding an SFTP server, refer to the Define SFTP Configurations topic in the HCM Extracts Help Center guide.
Add Delivery Option
To add a delivery option for the CFDI XML output file:
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Navigate to
and select Extract Definitions. -
On the Extract Definitions page, click Show Filters. Enter the name as Mexico CFDI Payslip XML and for the legislative data group, select your Mexican LDG from the list of values. Click Search.
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Click Mexico CFDI Payslip XML.
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On the Extract Definitions page, click Deliver to open the Extract Delivery Options page.
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Click Add to add a delivery option.
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Enter a Delivery Option Name, select FTP as the Delivery Type from the list of values. Click OK.
On the Deliver page enter this information:
Page Section Field Value Basic Information Output Type XML Report /Human Capital Management/Payroll/Regulatory and Tax Reporting/Mexico/Periodic/CFDIPayslipXML.xdo Template Name CFDIPayslipXML
Advanced Configuration Name From the list of values, select the FTP configuration you created in the previous section. Example: cfdi-ftp
Compress
Select from the list of values if you don’t want to compress the file, or the type of file compression.
For more information on file compression for extracts see the Compress Output in HCM Extracts topic in the HCM Extracts Help Center guide.
Encryption Mode Select from the list of values the encryption mode.
For more information on file encryption for extracts, refer to the Best Practices for Delivering Encrypted Data Using HCM Extracts topic in the HCM Extracts Help Center guide.
Locale
es_MX -
Click Save.
For more information about adding delivery options for extracts, refer to Guidelines for Delivering Extracts in the HCM Extracts Help Center guide.