Customer registration IDs and other information (Mexico)

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

This procedure walks you through creating a customer with the fiscal information and other related information used in electronic invoices and legal reports for Mexico. This procedure was created using the demo data company MXMF.

  1. Go to Accounts receivable > Customers > All customers.
  2. Click New.
  3. In the Name field, type a value.
  4. In the Customer group field, type a value.
  5. Click Save.
  6. In the list, click the link in the selected row.
    • Select the customer that was created previously.
  7. Expand or collapse the Miscellaneous details section.
  8. In the Company type field, select an option.
  9. In the RFC number field, enter the 12 or 13-character RFC number of the customer..
    • The Federal Registration for Taxpayers (RFC) number is the tax identification number assigned by tax authorities to a person or a corporation. The tax registration IDs are validated according to the format specified by tax authorities in Mexico.
  10. In the CURP number field, enter the 18-character CURP number of the customer..
    • If the Company type for this customer is Legal Person, this field is required.
  11. In the State inscription field, type a value.
  12. In the Tax registration ID field, type a value.
    • If the Company type for this customer is Foreign, this filed is required.
  13. Click Save.