Ensuring Digital Signature Legality for Export in Mexico

How to eSign a document: digital signature legality for Export in Mexico

hello fantasy syria party I'm a finance sappy finance solution architect and working in the areas of SI p fi co and SP business subject planning and consultation i am certified in sa p fi co and business subject planning in concentration that is lon what is he to comment edition why you need it and what is the the requirement and how you can implement the document solution for the mexico so as for an ex-nun team of the mexico and this is a legal requirement that every company and who were selling the product with the customer must submit the xml-based file to mexican tax authority for the approval and this file XML file it goes to a service provider called pack and subscribe it is approved by the city and the approved file along with the PDF must be sent to the customer for that accounting this which is called E in Vice similarly a payment and this is once again one more requirement and whenever the entity is with money from the customer and entity must submit a XML file to Mexican tax authority for their approval so once it is approved by the Mexican etc T that XML file will contain the certificate number and the approval number and that information must be forwarded to the customer for Tait acknowledgment or for their accounting so now come to available solution from sfe and for this II document solution ASAP provides two type of solution one is called full solution and as for the full solution full solution allows us to prefer the xml file from the source document that is financial accounting document all the SD document and MF the information into XML and transmit that infamous on to bake and from there to a city similarly once it is approved and this approved in XML file will be updated in the new document cockpit Vegeta Central Depository or the central monitor for all these document functionalities the second solution from SLP is a basic solution and basic solution it helps us to extract the data from the source document that is financial accounting document and sells in distribution document and system application helps us to store those information in a database and from there we can use those information to coordinate our XML file format or PDF files and the transmit those information to to the Mexican X Authority well now let us talk the basic solution is as I mentioned earlier the basic solution it is a hot solution and which enables us to extract the data from the source document and application helps us to store those data in a database and from there we can consume the data to prefer the XML file in the PDF file and for the data transmission the full solution so this is the data flow of the basics solution and if you see that on the left hand column we have the source application that is the our ERP where we are creating the financial document or the billing document and the second column is the e document framework and this is what we to configure and use it for the generation or extraction of the data for the e document solution and as you see that in the third column we have that canal system and once the data is ready for the transmission then we can use that file system of extra system or activation to transmit those data to pack and up to a city so step one in this process is the source document the source document with a normal usual Fi document and the billing document once the source documents already automatically the the source document create the e document in the e document framework and from the e document framework and based on our custom enhancement the system will create the XML file in the PDF file and also transmit the file to the external system or for the approval and the subscript transmission to the customer in document the basic solution the a document basic solution is available for the few countries as well but primary focus of this presentation is Mexico as I mentioned earlier sa p8 document full solution provides complete solution for the II document requirement that means each extract the information from the source document that is financial accounting and sales in distribution it firmest the file it transmit the file as well as it helps us to get the approval and it also updates the status in the e document cockpit to use the full solution we need an additional component or additional application called SP cloud platform integration these slides provides the complete data Pro or the architecture of a document full solution as we see on the left hand side we have the ERP on the second column we have the e document framework on the third column we have the processing capabilities of a document framework and the fourth column is the SP cloud platform integration it is a additional application that we need to use and the last column he says that the texture thing the data transmission to the tax authorities if you see the process flow on the step one we generated Duff files or the document in s AP Financial Accounting in SMB sales and distribution once the source document are posted system will generate the II document instances instances in the a document framework and based on the functionality II document framework will process those information and it will generate the XML file and those XML file will be routed to SME cloud platform integration from there it will apply the digital signature and transmit those file to the external partners that is called back II document solution applicable to multiple countries so SP has provided a framework or a document cockpit in the II document framework or any document cockpit we can see all other countries if they are applicable based on the integration in the SP cloud platform and the they DC beside Espie cloud platform ensures that the data is transmitted to proper X authority from the erp system and this is the data probe and or you can say technical architecture of a document framework in the left hand side we have SP erp in sa PE R P we are generating the SD and fi document then it creates a e document once the e document is created when we submit it it will generate the XML file and those XML file will go to asipi cloud platform where we will apply the digital signature and once that is processed in s AP cloud platform those XML file or XML data will be transmitted to back so from the it will go to the text Authority and once it is approved by the text Authority then you can see those data and the data will flow from asipi cloud platform to ERP and you can see that the XML file are approved or the payment invoice RT payment are approved so e document solution comes with a document or e-invoicing and a payment and so e-invoicing particularly applicable to the customer customer billing order if I document generated for the customer and if you see the process flow on the left hand side we created fi st document and once those documents are ready system will create a document and user will submit those a document in a document cockpit and it will go to s AP cloud platform integral Sun to apply the signature once the signature applied it will flow to back from the pet to s city once it is approved by a city the data will come to the s AP cloud platform and from there it will come to ERP there you can see the shutters update once there the XML file is approved we can generate the XML file in the PDF file from the ERP system and we can transmit those information to the customer for their accounting and this is a visual graphic for a document cockpit and the a document copied the central component and it helps us to review PDF submit the PDF XML file cancelled the e document to get the shutters and to send the customer in 2d view the XML this slides consists of the e document cockpit looks like and this is particularly related to Mexico e invoice cockpit and on the left hand side you can see the navigation bar where we can switch to e invoice or a payment on the body you can see the various rows where we can see the status of the various a document or invoice on the top we have the various options or functionalities that we need to execute to view to submit the XML file to send the XML file to a customer to send the to the customer in some cases we may need to cancel and delete the e document if you want to know further what happens then you can also see the logs which is provided and then go to option and this is the status update flow once you create we will submit when we submit it will send that request and once the request is submitted it will update the sent and once it is sent in accepted and we will see the status it is accepted and beck has responded so in between that before submitting before submission of the XML file if you want to cancel the new job son and sometime the pec or reject it once it is rejected then we have to create once again we have to create the invoice so sometime the situation may need to cancel the approved e-invoice then we have to follow the cancellation process which is also active and it is a new functionality by ASAP now we are going to see the a payment so a payment like a document or e-invoice the a document a payment force is the depicted here user post and clear the FI document this is the payment incoming remand document either it can be abs or it can be a manual f-test 28 and once the system once the user pays the women document the system will create a e document and the e document a Pam II documentary payment has to be submitted an SFA cloud will apply the signature once that is ready and SP cloud transmit the data to pack and come back to a city and once a city approved the data it will come to SP CPA that is cloud platform integration and it will update the earpiece system once the document is approved and the status got updated in ERP system we can learn we can send those information to the customer for their information like e-invoice a payment also comes with the various functionalities what you can see here a document cockpit is the central component or central monitor which provides option to review XML file submit a payment cancel a payment status update and sent to the customer and this is the screen paint of a document a payment cockpit and on the left hand side you can see the navigation menu and here I have selected Mexico a payment and based on the selection I can see in on the body various he payment whether it is canceled or approved on the top ACP has provided various of Sun or functionality that we need to execute in a timely manner - as if the business purpose and this the subject pro like e-invoice we have the e payment status update and once again t8 once it is created then we have to submit then it will go as a status will be updated as a Center request and once the submission was transmitted to pack and it will be updated as a cent once that make a proof to Stata or a city approved or that it will be s and that it will be updated as a accepted in between that we may cancel AE payment or the situation may happen that it got rejected by either by a pic or by a city then we have to create the new payment document sometimes the situation arise we need to cancel the accepted payment and we have to follow the cancellation process and once it is confirmed and we can send those information to customer for their information and here you can see one of the XML that was generate out of the e-payment here you can see there is this so this is the UUID and this is for the mexican currencies and this is fifteen thousand five hundred thirty six peso and this XML contains the EU UID of the payment document UID of the billing document billing document number is a reference document and the balance payment if any in case of partial payment you can see all those XML in PDF by clicking on the display option and you can also export those XML file by selecting the export file of Sun on the a document cockpit so this is the e payment document which is approved by a city that is the text authority and you can see the signature and the stamp from the SAT you can see all those information by clicking here the file option provided in the a document cockpit now the question comes that what we can do to use all those functions whether it can be enhanced to meet the customer requirement not in salt so si PE de e document it is a solution provided by ASAP to fulfill Mexican legal reporting requirement II document solution comes with the two flavors one is the basic solution second went the full solution e document solution is available both for the traditional ERP and Esper Hana and if there is any requirement for enhancement yes we can do it whether it is enhancement to the PDF whether it is enhancing enhancement to XML or whether it is enhancement to any other functionality we can do it so to enable all this functionality we have to apply a couple of voices notes we have to configure the system and we have to change the code or enhance the code to make the customer requirement I hope you will like this video let me know if you have any question on this thank you very much have a wonderful day if you like this video subscribe my youtube channel for updates