1. HR and Payroll Localizations Questions and Answers
  2. How do I enable OTBI objects for CFDI reporting for Mexico?

How do I enable OTBI objects for CFDI reporting for Mexico?

You can enable the Oracle Transactional Business Intelligence (OTBI) objects for reporting on

  • Payroll Inbound Records CFDI Stamping

  • Payroll Inbound Records Annual Tax Adjustment

  • Payroll Inbound Records Profit Sharing

  • DOR Mexico CFDI documents

Create OTBI objects for Payroll Inbound Records CFDI Stamping

Here’s how you use the HCM Data Loader to upload the Payroll Inbound Records for CFDI stamping:

Navigation: My Client Groups > Data Exchange > Import and Load Data
  1. Upload the Payroll Inbound Record in a compressed format.

  2. To create the OTBI Analyses

    Navigation: Tools > Reporting and Analyses

    1. Select the subject area Payroll – Payroll Interface Inbound Records Real Time

      You can view the Mexico CFDI Stamping Status in CFDI File Information and CFDI Payslip Information.

    2. Click and add the required fields here to build your OTBI report.

    3. Click Results to view the report.

    4. Add the filters to enhance your report.

    5. Save the report.

Here's an example of a Payroll Inbound Record to review the CFDI stamping status.

METADATA|PayrollInterfaceInboundRecord|InbdRecordId|SourceType|EntityIdentifier|FunctionalCategory|RecordType|StartDate|BatchCode|BatchDate|VendorCode|CategoryCode|RecordIdentifier
METADATA|PayrollInterfaceInboundRecordInfo|FLEX:ORA_HRY_PI_INBD_RECORDS_INFO_EFF|EFF_CATEGORY_CODE|InbdRecordInfoId|InbdRecordId|StartDate|SourceType|RecordType|BatchCode|FunctionalCategory|EntityIdentifier|RecordIdentifier|IriInformationContext|SourceSystemOwner|SourceSystemId|GUID|FileName(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_FILE_INFO)|PSUOrganizationID(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_FILE_INFO)|PSUName(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_FILE_INFO)|ProcessDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_FILE_INFO)|ProcessTime(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_FILE_INFO)|CFDIStatus(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PerNumber(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PersonName(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PersonRFC(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PersonCURP(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PersonSocialSecurityNumber(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PSURFC(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PSUName(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|IssuedOn(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|IssuingPostalCode(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|Serie(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|Folio(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|SubTotal(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|Discount(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|Total(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PayrollFrequency(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PayrollType(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PayDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PeriodStartDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PeriodEndDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|SATCertificateNumber(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|UUID(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|StampingDateAndTime(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACRFC(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACDocumentReference(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACProcessDateAndTime(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACErrorCode(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACErrorDescription(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACActionCode(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACActionDescription(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|SATErrorCode(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|SATErrorDescription(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)
MERGE|PayrollInterfaceInboundRecord|3256847333|ORA_HRY_PERSON|955160008194137|ORA_HRX_MX_CFDI|ORA_HRY_MX_CFDI_PERSON_DATA|2024/01/01 00:00:00|955160008194137|2024/03/10 00:00:00|CFDI|ORA_HRX_MX_CFDI_STATUS|3001005589512763256848E
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_CFDI_FILE_INFO|ORA_HRX_MX_CFDI_STATUS||3256847333|2024/03/10 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_CFDI_PERSON_DATA|955160008194137|ORA_HRX_MX_CFDI|955160008194137|3001005589512763256848E|ORA_HRY_MX_CFDI_FILE_INFO||||CFDI.xml|33669|ORA|24-03-10|37410||||||||||||||||||||||||||||||||
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_CFDI_PAY_INFO|ORA_HRX_MX_CFDI_STATUS||3256847333|2024/03/10 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_CFDI_PERSON_DATA|955160008194137|ORA_HRX_MX_CFDI|955160008194137|3001005589512763256848E|ORA_HRY_MX_CFDI_PAY_INFO|||||||||37410|955160008194137|Carolina Lopez|BUBF900101JU5|BUBF900101HDFNNR03|12345678901|OME910101TA3|ORACLE DE MEXICO, S.A. DE C.V|24-03-10|76900|Serie-333-666-999|Folio - 123456|5000|1000|4000|04|O|24-03-16|24-03-01|24-03-15|SAT - 001|UUID - 123|24-03-16|SFE0807172W7|ABC123456|24-03-16|ERR009|Discount amount is too great|ACT-XRC|CFDI file needs to be reissued|ERR009|Discount amount is too great

Create OTBI objects for Payroll Inbound Records Annual Tax Adjustment

Here’s how you use the HCM Data Loader to upload the Payroll Inbound Records for Annual Tax Adjustment (ATA):

Navigation: My Client Groups > Data Exchange > Import and Load Data
  1. Upload the Payroll Inbound Record in a compressed format.

  2. To create the OTBI Analyses

    Navigation: Tools > Reporting and Analyses

    1. Select the subject area Payroll – Payroll Interface Inbound Records Real Time

      You can view the ATA information in Mexico Annual Tax Adjustment Information.

    2. Click and add the required fields here to build your OTBI report.

    3. Click Results to view the report.

    4. Add the filters to enhance your report.

    5. Save the report.

Here's an example of a Payroll Inbound Record to review the ATA.

ETADATA|PayrollInterfaceInboundRecord|InbdRecordId|SourceType|EntityIdentifier|FunctionalCategory|RecordType|StartDate|BatchCode|BatchDate|VendorCode|CategoryCode|RecordIdentifier
METADATA|PayrollInterfaceInboundRecordInfo|FLEX:ORA_HRY_PI_INBD_RECORDS_INFO_EFF|EFF_CATEGORY_CODE|InbdRecordInfoId|InbdRecordId|StartDate|SourceType|RecordType|BatchCode|FunctionalCategory|EntityIdentifier|RecordIdentifier|IriInformationContext|SourceSystemOwner|SourceSystemId|GUID|oraHryMxAtaPerName (ORA_HRY_PI_INBD_RECORDS_INFO_EFF= ORA_HRY_MX_ATA_PER_INFO)|oraHryMxAtaPerNumber(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|oraHryMxAtaPersonCurp(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|oraHryMxAtaPersonRfc(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|oraHryMxAtaPersonImss(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|oraHryMxAtaHireDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|AdjServiceDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|TaxReportingUnit(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|AssignmentNum(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|AsgStartDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|AsgCategory(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|TerminationDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|EligibilityCriteriaMet(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|ElementName(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|ISRSubjectEarningsYTD(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|WithheldInputValue(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|ISRWithheldYTD(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)| ISRWithheldAsPerAnnualRate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|ISRWithheldAdjustment(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|CalculatedInputValue(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|ISRCalculatedYTD(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|ISRCalculatedAsPerAnnualRate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|ISRCalculatedAdjustment(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)|Message(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_ATA_PER_INFO)

Create OTBI objects for Payroll Inbound Records Profit Sharing

Here’s how you use the HCM Data Loader to upload the Payroll Inbound Records for Profit Sharing:

Navigation: My Client Groups > Data Exchange > Import and Load Data
  1. Upload the Payroll Inbound Record in a compressed format.

  2. To create the OTBI Analyses

    Navigation: Tools > Reporting and Analyses

    1. Select the subject area Payroll – Payroll Interface Inbound Records Real Time.

      You can view the ATA information in Mexico Profit Sharing Information.

    2. Click and add the required fields here to build your OTBI report.

    3. Click Results to view the report.

    4. Add the filters to enhance your report.

    5. Save the report.

Here's an example of a Payroll Inbound Record to review the profit sharing data.

METADATA|PayrollInterfaceInboundRecord|InbdRecordId|SourceType|EntityIdentifier|FunctionalCategory|RecordType|StartDate|BatchCode|BatchDate|VendorCode|CategoryCode|RecordIdentifier
METADATA|PayrollInterfaceInboundRecordInfo|FLEX:ORA_HRY_PI_INBD_RECORDS_INFO_EFF|EFF_CATEGORY_CODE|InbdRecordInfoId|InbdRecordId|StartDate|SourceType|RecordType|BatchCode|FunctionalCategory|EntityIdentifier|RecordIdentifier|IriInformationContext|SourceSystemOwner|SourceSystemId|GUID|AmountToShare(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PSU_INFO)|calculationMethod(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PSU_INFO)|ptuWorkedDaysFactor(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PSU_INFO)|averageSalaryFactor(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PSU_INFO)|highestUnionWorkerAverageSalar(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PSU_INFO)|ptuWorkedDaysOverrideUsed(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PSU_INFO)|ptuCappedAverageSalaryOverride(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PSU_INFO)|ptuTemporaryWorkersIncluded(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PSU_INFO)|ptuMinimumWorkedDaysForTempora(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PSU_INFO)|ptuMinimumWorkedDaysForPermane(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PSU_INFO)|ptuNumberOfEmployeeSalaryDaysT(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PSU_INFO)|ptuYear(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PSU_INFO)|oraHryMxPtuPerNum(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|oraHryMxPtuPerName(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|AssignmentNumber(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|EligibleWorkedDays(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|EligibleCompensation(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|CappedAvgDailySal(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|Rehired(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|highestUnionWorkerAverageSal(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|PtuWorkDayPortion(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|PtuAvgSalPortion(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|PersonCurp(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|PersonRFC(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|PersonIMSS(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|AdjServiceDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|AssignStartDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|AssignCategory(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|TerminationDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|EliCriteriaMet(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|HireDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|DaysPortContriPercent(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|SalPortContrPercent(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|FY3PtuPayment(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|FY2PtuPayment(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|FY1PtuPayment(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|AvgPrevFYPayCap(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|PtuAmntBasedSalDays(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|PtuBestCap(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|PtuFinalTotalAmount(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|PtuFinalDaysPortion(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|PtuFinalSalPortion(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|PtuEleEntryStatus(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)|oraHryMxPtuMessage(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_PTU_PER_INFO)
MERGE|PayrollInterfaceInboundRecord|5773360|ORA_HRY_PERSON|955940008197737|ORA_HRX_MX_PTU|ORA_HRY_MX_PTU_PERSON_DATA|2025/07/03 00:00:00|955940008197737|2025/07/03 00:00:00|PTU|ORA_HRX_MX_PTU_CAT|3001006388114105773360
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PSU_INFO|ORA_HRX_MX_PTU_CAT||5773360|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|955940008197737|ORA_HRX_MX_PTU|955940008197737|3001006388114105773360|ORA_HRY_MX_PTU_PSU_INFO||||200000|Daily Wage|370.37037|35.470287|||||60|1|90|2025||||||||||||||||||||||||||||||||
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PER_INFO|ORA_HRX_MX_PTU_CAT||5773360|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|955940008197737|ORA_HRX_MX_PTU|955940008197737|3001006388114105773360|ORA_HRY_MX_PTU_PER_INFO||||||||||||||||955940008197737|KOAMSocFore|E955940008197737|28|10000|357.142857|||10370.37036|12667.959638|||||2024/01/01|Regular||Yes|2024/01/01|45.0136%|54.9864%|0|0|0|0|32142.85713|32142.85713|23038.33|10370.381713|12667.948287|No|
MERGE|PayrollInterfaceInboundRecord|5773362|ORA_HRY_PERSON|9980|ORA_HRX_MX_PTU|ORA_HRY_MX_PTU_PERSON_DATA|2025/07/03 00:00:00|9980|2025/07/03 00:00:00|PTU|ORA_HRX_MX_PTU_CAT|3001006522285925773362
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PSU_INFO|ORA_HRX_MX_PTU_CAT||5773362|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|9980|ORA_HRX_MX_PTU|9980|3001006522285925773362|ORA_HRY_MX_PTU_PSU_INFO||||200000|Daily Wage|370.37037|35.470287|||||60|1|90|2025||||||||||||||||||||||||||||||||
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PER_INFO|ORA_HRX_MX_PTU_CAT||5773362|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|9980|ORA_HRX_MX_PTU|9980|3001006522285925773362|ORA_HRY_MX_PTU_PER_INFO||||||||||||||||9980|Mah_CFDI_Neg|E9980|0|0|0|||||||||2024/01/01|Regular||No|2024/01/01||||||0|0|0||||No|Profit sharing eligible days aren't met for this permanent worker.
MERGE|PayrollInterfaceInboundRecord|5773364|ORA_HRY_PERSON|9981|ORA_HRX_MX_PTU|ORA_HRY_MX_PTU_PERSON_DATA|2025/07/03 00:00:00|9981|2025/07/03 00:00:00|PTU|ORA_HRX_MX_PTU_CAT|3001006522361245773364
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PSU_INFO|ORA_HRX_MX_PTU_CAT||5773364|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|9981|ORA_HRX_MX_PTU|9981|3001006522361245773364|ORA_HRY_MX_PTU_PSU_INFO||||200000|Daily Wage|370.37037|35.470287|||||60|1|90|2025||||||||||||||||||||||||||||||||
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PER_INFO|ORA_HRX_MX_PTU_CAT||5773364|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|9981|ORA_HRX_MX_PTU|9981|3001006522361245773364|ORA_HRY_MX_PTU_PER_INFO||||||||||||||||9981|Mah_Retro|E9981|0|0|0|||||||||2025/01/01|Regular||No|2025/01/01||||||0|0|0||||No|Profit sharing eligible days aren't met for this permanent worker.
MERGE|PayrollInterfaceInboundRecord|5773366|ORA_HRY_PERSON|955940008197736|ORA_HRX_MX_PTU|ORA_HRY_MX_PTU_PERSON_DATA|2025/07/03 00:00:00|955940008197736|2025/07/03 00:00:00|PTU|ORA_HRX_MX_PTU_CAT|3001006388110965773366
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PSU_INFO|ORA_HRX_MX_PTU_CAT||5773366|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|955940008197736|ORA_HRX_MX_PTU|955940008197736|3001006388110965773366|ORA_HRY_MX_PTU_PSU_INFO||||200000|Daily Wage|370.37037|35.470287|||||60|1|90|2025||||||||||||||||||||||||||||||||
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PER_INFO|ORA_HRX_MX_PTU_CAT||5773366|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|955940008197736|ORA_HRX_MX_PTU|955940008197736|3001006388110965773366|ORA_HRY_MX_PTU_PER_INFO||||||||||||||||955940008197736|KOSocFore|E955940008197736|28|10000|357.142857|||10370.37036|12667.959638|||||2024/01/01|Regular||Yes|2024/01/01|45.0136%|54.9864%|0|0|0|0|32142.85713|32142.85713|23038.33|10370.381713|12667.948287|No|
MERGE|PayrollInterfaceInboundRecord|5773368|ORA_HRY_PERSON|955940008197729|ORA_HRX_MX_PTU|ORA_HRY_MX_PTU_PERSON_DATA|2025/07/03 00:00:00|955940008197729|2025/07/03 00:00:00|PTU|ORA_HRX_MX_PTU_CAT|3001006388068535773368
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PSU_INFO|ORA_HRX_MX_PTU_CAT||5773368|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|955940008197729|ORA_HRX_MX_PTU|955940008197729|3001006388068535773368|ORA_HRY_MX_PTU_PSU_INFO||||200000|Daily Wage|370.37037|35.470287|||||60|1|90|2025||||||||||||||||||||||||||||||||
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PER_INFO|ORA_HRX_MX_PTU_CAT||5773368|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|955940008197729|ORA_HRX_MX_PTU|955940008197729|3001006388068535773368|ORA_HRY_MX_PTU_PER_INFO||||||||||||||||955940008197729|KOSevIndem|E955940008197729|31|10000|322.580645|||11481.48147|11442.028059|||||2024/01/01|Regular||Yes|2024/01/01|50.0861%|49.9139%|0|0|0|0|29032.25805|29032.25805|22923.51|11481.492142|11442.017858|No|
MERGE|PayrollInterfaceInboundRecord|5773370|ORA_HRY_PERSON|1234521415|ORA_HRX_MX_PTU|ORA_HRY_MX_PTU_PERSON_DATA|2025/07/03 00:00:00|1234521415|2025/07/03 00:00:00|PTU|ORA_HRX_MX_PTU_CAT|3001006415864955773370
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PSU_INFO|ORA_HRX_MX_PTU_CAT||5773370|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|1234521415|ORA_HRX_MX_PTU|1234521415|3001006415864955773370|ORA_HRY_MX_PTU_PSU_INFO||||200000|Daily Wage|370.37037|35.470287|||||60|1|90|2025||||||||||||||||||||||||||||||||
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PER_INFO|ORA_HRX_MX_PTU_CAT||5773370|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|1234521415|ORA_HRX_MX_PTU|1234521415|3001006415864955773370|ORA_HRY_MX_PTU_PER_INFO||||||||||||||||1234521415|AP_Bank123|E1234521415|31|10000|322.580645|||11481.48147|11442.028059|||||2025/01/01|Regular||Yes|2025/01/01|50.0861%|49.9139%|0|0|0|0|29032.25805|29032.25805|22923.51|11481.492142|11442.017858|No|
MERGE|PayrollInterfaceInboundRecord|5773372|ORA_HRY_PERSON|955940008197732|ORA_HRX_MX_PTU|ORA_HRY_MX_PTU_PERSON_DATA|2025/07/03 00:00:00|955940008197732|2025/07/03 00:00:00|PTU|ORA_HRX_MX_PTU_CAT|3001006388108045773372
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PSU_INFO|ORA_HRX_MX_PTU_CAT||5773372|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|955940008197732|ORA_HRX_MX_PTU|955940008197732|3001006388108045773372|ORA_HRY_MX_PTU_PSU_INFO||||200000|Daily Wage|370.37037|35.470287|||||60|1|90|2025||||||||||||||||||||||||||||||||
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PER_INFO|ORA_HRX_MX_PTU_CAT||5773372|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|955940008197732|ORA_HRX_MX_PTU|955940008197732|3001006388108045773372|ORA_HRY_MX_PTU_PER_INFO||||||||||||||||955940008197732|KOSevSeniPre|E955940008197732|31|10000|322.580645|||11481.48147|11442.028059|||||2024/01/01|Regular||Yes|2024/01/01|50.0861%|49.9139%|0|0|0|0|29032.25805|29032.25805|22923.51|11481.492142|11442.017858|No|
MERGE|PayrollInterfaceInboundRecord|5773374|ORA_HRY_PERSON|0909|ORA_HRX_MX_PTU|ORA_HRY_MX_PTU_PERSON_DATA|2025/07/03 00:00:00|0909|2025/07/03 00:00:00|PTU|ORA_HRX_MX_PTU_CAT|3001006443216555773374
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PSU_INFO|ORA_HRX_MX_PTU_CAT||5773374|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|0909|ORA_HRX_MX_PTU|0909|3001006443216555773374|ORA_HRY_MX_PTU_PSU_INFO||||200000|Daily Wage|370.37037|35.470287|||||60|1|90|2025||||||||||||||||||||||||||||||||
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PER_INFO|ORA_HRX_MX_PTU_CAT||5773374|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|0909|ORA_HRX_MX_PTU|0909|3001006443216555773374|ORA_HRY_MX_PTU_PER_INFO||||||||||||||||0909|Mah_OLD_CFDI|E0909|31|20000|645.16129|||11481.48147|22884.056118|||||2025/06/30|Regular||Yes|2025/06/30|33.4099%|66.5901%|0|0|0|0|58064.5161|58064.5161|34365.54|11481.492548|22884.047452|No|
MERGE|PayrollInterfaceInboundRecord|5773376|ORA_HRY_PERSON|KOMultipleWR|ORA_HRX_MX_PTU|ORA_HRY_MX_PTU_PERSON_DATA|2025/07/03 00:00:00|KOMultipleWR|2025/07/03 00:00:00|PTU|ORA_HRX_MX_PTU_CAT|3001006418681815773376
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PSU_INFO|ORA_HRX_MX_PTU_CAT||5773376|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|KOMultipleWR|ORA_HRX_MX_PTU|KOMultipleWR|3001006418681815773376|ORA_HRY_MX_PTU_PSU_INFO||||200000|Daily Wage|370.37037|35.470287|||||60|1|90|2025||||||||||||||||||||||||||||||||
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PER_INFO|ORA_HRX_MX_PTU_CAT||5773376|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|KOMultipleWR|ORA_HRX_MX_PTU|KOMultipleWR|3001006418681815773376|ORA_HRY_MX_PTU_PER_INFO||||||||||||||||KOMultipleWR|KOMultipleWR|EKOMultipleWR|59|10000|169.491525|||21851.85183|6011.913036|||||2022/05/01|Regular||Yes|2022/05/01|78.4239%|21.5761%|0|0|0|0|15254.23725|15254.23725|15254.24|11962.969923|3291.270077|No|
MERGE|PayrollInterfaceInboundRecord|5773378|ORA_HRY_PERSON|955940008197731|ORA_HRX_MX_PTU|ORA_HRY_MX_PTU_PERSON_DATA|2025/07/03 00:00:00|955940008197731|2025/07/03 00:00:00|PTU|ORA_HRX_MX_PTU_CAT|3001006388145945773378
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PSU_INFO|ORA_HRX_MX_PTU_CAT||5773378|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|955940008197731|ORA_HRX_MX_PTU|955940008197731|3001006388145945773378|ORA_HRY_MX_PTU_PSU_INFO||||200000|Daily Wage|370.37037|35.470287|||||60|1|90|2025||||||||||||||||||||||||||||||||
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_PTU_PER_INFO|ORA_HRX_MX_PTU_CAT||5773378|2025/07/03 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_PTU_PERSON_DATA|955940008197731|ORA_HRX_MX_PTU|955940008197731|3001006388145945773378|ORA_HRY_MX_PTU_PER_INFO||||||||||||||||955940008197731|AP_Sev1|E955940008197731|31|10000|322.580645|||11481.48147|11442.028059|||||2025/01/01|Regular||Yes|2025/01/01|50.0861%|49.9139%|0|0|0|0|29032.25805|29032.25805|22923.51|11481.492142|11442.017858|No|

Create OTBI objects for DOR Mexico CFDI documents

Navigation: Navigator > My Client Groups > Document Records
  1. Search for and select the person to add a document record of type Mexico CFDI.

  2. Enter the name and all the required fields.

  3. Enter the CFDI specific fields such as Series, Folio, SAT Certification Number, UUID, Stamping Date.

  4. Attach a CFDI file to the document record.

  5. Submit the document record.

  6. To create the OTBI Analyses:

    Navigation: Tools > Reporting and Analyses

    1. Select the subject area Workforce Management - Document of Records Real Time.

    2. Click and add the fields: Folio, Series, SAT Certification Number, Stamping Date in Document of Records > Details..

    3. Click Results to view the report.

    4. Add the filters to enhance your report.

    5. Save the report.

Here's an example of a Payroll Inbound Record to review the Document Records Mexico CFDI.

METADATA|PayrollInterfaceInboundRecord|InbdRecordId|SourceType|EntityIdentifier|FunctionalCategory|RecordType|StartDate|BatchCode|BatchDate|VendorCode|CategoryCode|RecordIdentifier
METADATA|PayrollInterfaceInboundRecordInfo|FLEX:ORA_HRY_PI_INBD_RECORDS_INFO_EFF|EFF_CATEGORY_CODE|InbdRecordInfoId|InbdRecordId|StartDate|SourceType|RecordType|BatchCode|FunctionalCategory|EntityIdentifier|RecordIdentifier|IriInformationContext|SourceSystemOwner|SourceSystemId|GUID|FileName(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_FILE_INFO)|PSUOrganizationID(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_FILE_INFO)|PSUName(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_FILE_INFO)|ProcessDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_FILE_INFO)|ProcessTime(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_FILE_INFO)|CFDIStatus(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PerNumber(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PersonName(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PersonRFC(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PersonCURP(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PersonSocialSecurityNumber(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PSURFC(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PSUName(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|IssuedOn(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|IssuingPostalCode(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|Serie(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|Folio(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|SubTotal(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|Discount(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|Total(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PayrollFrequency(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PayrollType(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PayDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PeriodStartDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PeriodEndDate(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|SATCertificateNumber(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|UUID(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|StampingDateAndTime(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACRFC(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACDocumentReference(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACProcessDateAndTime(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACErrorCode(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACErrorDescription(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACActionCode(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|PACActionDescription(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|SATErrorCode(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)|SATErrorDescription(ORA_HRY_PI_INBD_RECORDS_INFO_EFF=ORA_HRY_MX_CFDI_PAY_INFO)
MERGE|PayrollInterfaceInboundRecord|3256847|ORA_HRY_PERSON|955160008194137|ORA_HRX_MX_CFDI|ORA_HRY_MX_CFDI_PERSON_DATA|2024/01/01 00:00:00|955160008194137|2024/01/01 00:00:00|CFDI|ORA_HRX_MX_CFDI_STATUS|3001005589512763256847
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_CFDI_FILE_INFO|ORA_HRX_MX_CFDI_STATUS||3256847|2024/03/12 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_CFDI_PERSON_DATA|955160008194137|ORA_HRX_MX_CFDI|955160008194137|3001005589512763256847|ORA_HRY_MX_CFDI_FILE_INFO||||MyCFDIFile|12345|ORA|24-03-28|050410||||||||||||||||||||||||||||||||
MERGE|PayrollInterfaceInboundRecordInfo|ORA_HRY_MX_CFDI_PAY_INFO|ORA_HRX_MX_CFDI_STATUS||3256847|2024/03/12 00:00:00|ORA_HRY_PERSON|ORA_HRY_MX_CFDI_PERSON_DATA|955160008194137|ORA_HRX_MX_CFDI|955160008194137|3001005589512763256847|ORA_HRY_MX_CFDI_PAY_INFO|||||||||Error|955160008194137|Carolina Lopez|BUBF900101JU5|BUBF900101HDFNNR03|12345678901|OME910101TA3|ORACLE DE MEXICO, S.A. DE C.V|24-03-28|11000|TEST_PAC01_TRY01|7306405|66251.30|19187.37|47063.93|04|O|24-03-16|24-03-01|24-03-15|1000000506427550|FCA03C47-6697-4798-9455-5EEA30698592|24-03-16|SFE0807172W7|ABC123456|24-03-16|ERR001|Incorrect payroll frequency|ACT002|CFDI file needs to be reissued|ERR001|Incorrect payroll frequency