Entering or Editing an Address for Mexico Bill of Lading

After you have installed the Mexico Bill of Lading (Complemento Carta Porte) SuiteApp, you must manage the addresses you will be using on the bill of lading document (complemento carta porte).

The addresses from your Mexico customers, contacts, and locations must be submitted to the SAT through the CFDI (XML and PDF). Customer and location addresses are available for selection on transactions as origin or destination addresses (under the Routes subtab).

Note:

Make sure the addresses you enter for the bill of lading document are addresses within Mexico and contain the Colonia, Village, and City codes from the SAT catalog.

To enter or edit an address on a Mexico Customer, Contact, or Location Record

  1. Open the Mexico record for editing (customer, contact, or location).

  2. On the record, click the Address subtab.

  3. (Only for contact) Check the Default Billing box to include this address in the CFDI (XML and PDF).

  4. (Only for customer) In the Label field, enter a name that describes this address. For example, enter the name of the customer followed by the type of location (warehouse, office, house, etc.). This label becomes available for you to select on transactions.

  5. Click the Edit icon Screenshot of the Edit icon. (or the Edit link) to open a popup window in which you can enter or edit the address fields.

  6. In the Colonia (c_Colonia) field, enter the 4–digit code specified on the corresponding SAT catalog followed by the name of the Colonia. For example, 0001 – San Angel.

  7. In the Village (c_Municipio) field, enter the 3–digit code specified on the corresponding SAT catalog followed by the name of the Village. For example, 001 – Aguascalientes.

  8. In the City (c_Localidad) field, enter the 2–digit code specified on the corresponding SAT catalog followed by the name of the City. For example, 01 – Aguascalientes.

    Note:

    if the Village doesn’t associate with any City based on the SAT Catalogs, then the City field must be empty. To do so, go to Customization > Forms > Address Forms and click on Edit on Mexico form. Uncheck the City box in the Mandatory column.

  9. Complete all the mandatory fields. For more information about the rest of the address fields, see Entering an Address on a Record.

  10. To close the popup window and save the information you entered, click OK.

  11. Click Add (skip this step for the location record).

  12. Click Save.

  13. Repeat these steps for each address to be used with a bill of lading document (complemento carta porte).

Related Topics

General Notices