SAT Unit Codes

The SAT Unit Code catalog is a comprehensive list of units of measure defined by the SAT. The SAT requires that you include unit codes from this catalog in the electronic invoicing files for Mexico.

Adding SAT Unit Codes Using the Manage SAT Unit Codes Page

Note:

Only the Administrator, Accountant, and CFO roles have access to the Mexico SAT Unit Code custom record. If you want to grant other roles access to the Mexico SAT Unit Code custom record, you can create or customize a role and add custom record permissions to it. For instructions on customizing roles, see Customizing or Creating NetSuite Roles. For more information about setting permissions for custom records, see Setting Permissions for Custom Records.

The Manage SAT Unit Codes page enables you to enter in NetSuite the SAT units codes that are most relevant to your business.

To enter a new SAT Unit Code:

1. Go to Setup > Mexico Localization > Manage SAT Unit Codes.

2. Click the New button.

3. In the Name field, enter a name for the SAT Unit Code. For example, enter “Inches”. You can use the official SAT unit code names that are defined in the corresponding SAT catalog. Alternatively, you can rename them to your preferred terms.

4. In the Code field, enter the code associated with this unit of measure. The value you enter in this field must be identical to the code defined by the SAT for this specific unit. For example, enter “INH” for inches. You can find the code in the SAT Unit Code catalog.

5. In the Effective from and Valid until fields, enter the range in which this Unit Code is valid. The validity dates are specified in the SAT Unit Code catalog.

6. If the Multi-Language feature is enabled on your account, you can translate the unit codes so that they match the language of the NetSuite user interface. In the Translations section, select a language and enter the translation for the SAT Unit Code field. Enter translations for as many languages as required.

7. Click Save.

Important:

If a unit code is not valid on the date of the transaction, NetSuite does not include it in the CFDI.

Note:

To inactivate or activate a SAT unit code in the List view, turn on the Inline Editing switch at the top of the Mexico SAT Unit Code page. For more information, see Using Inline Editing.

After adding the SAT units codes, they become available on the Mexico Localization Field Mapping. You can then map them to the standard NetSuite fields. For mapping Standard NetSuite fields to categories required by the SAT, see the Mexico Localization Field Mapping topic.

Adding the SAT Unit Code Catalog Using CSV Import

Alternatively, you can enter the entire SAT Unit Catalog in NetSuite by using CSV import.

Important:

You can enter the complete catalog in NetSuite through CSV import. However, we recommend that you use the Manage SAT Unit Codes page instead to configure only the values that are most relevant to your business.

To import the SAT Unit Code Catalog:

1. Go to Setup > Import/Export > Import CSV Records. Select the following options for CSV import:

   • Import Type = Custom Records

   • Record Type = Mexico SAT Unit Code

   • Character Encoding = Unicode (UTF-8), since SAT catalogs are in Spanish.

2. Important:

   Do not miss the following step, or the record entries will not be successfully generated.

   On the Import Options page, expand the Advance Options pane and check the Run Server SuiteScript and Trigger Workflows box.

For more information about importing CSV files, see Importing CSV Files with the Import Assistant.

Related Topics

Compliance with Mexico SAT Requirements

SAT Item Codes

RFC Field

General Notices