SAT Item Codes

The SAT Item Code catalog is a comprehensive list of codes defined by the SAT that classify a product or service. The SAT requires that you include item codes from this catalog in the electronic invoicing files for Mexico.

Adding SAT Item Codes Using the Manage SAT Item Codes Page

Note:

Only the Administrator, Accountant, and CFO roles have access to the Mexico SAT Item Code custom record. If you want to grant other roles access to the Mexico SAT Item 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 Item Codes page enables you to manually enter in NetSuite the SAT Item codes that you use in your business.

To enter a new SAT Item Code:

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

2. Click the New button.

3. In the Name field, enter a name for the SAT Item Code. For example, enter “Wheat seeds”. You can use the official SAT Item 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 item. The value you enter in this field must be identical to the code defined by the SAT for this item. For example, enter “10151601” for wheat seeds. You can find the code in the SAT Item Code catalog.

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

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

7. Click Save.

Important:

If an item 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 item code in the List view , turn on the Inline Editing switch at the top of the Mexico SAT Item Code page. For more information, see Using Inline Editing.

The SAT Item Code field on the Item record is populated with the names and codes you define on the Manage SAT Item Codes page.

Adding the SAT Item Code Catalog Using CSV Import

Alternatively, you can add the entire SAT Item Catalog to 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 Item Codes page instead to configure only the values that are most relevant to your business.

To import the SAT Item 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 Item 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 Unit Codes

RFC Field

General Notices