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Mexico Country Specific

Installation Guide
9.05.700
Disclaimer
This document is for informational purposes only and is subject to change without notice. This document and its
contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its
date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with
regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a
particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is
likely to be unique in their requirements in the use of such software and their business processes, users of this document
are always advised to discuss the content of this document with their Epicor account manager. All information contained
herein is subject to change without notice and changes to this document since printing and other important information
about the software product are made or published in release notes, and you are urged to obtain the current release
notes for the software product. We welcome user comments and reserve the right to revise this publication and/or
make improvements or changes to the products or programs described in this publication at any time, without notice.
The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of
any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage
of the solution(s) described in this document with other Epicor software or third party products may require the purchase
of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements
in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws
and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly
Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of
platform and product compatibility in this document shall be considered individually in relation to the products referred
to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also
stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible
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product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and
Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs
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Epicor Software Corporation.

9.05.700
Revision: May 03, 2012 11:24 p.m.
Total pages: 20
sys.ditaval
Mexico Country Specific Installation Guide Contents

Contents
Mexico CSF Guide - Installation.............................................................................................4
CSF License Code.............................................................................................................................................4
Set Up the CSF License.............................................................................................................................5
Set Up Company Properties......................................................................................................................5
Set Up Localization Module......................................................................................................................6
Mexico CSF Pack..............................................................................................................................................6
Install the CSF Pack...................................................................................................................................6
Linux/UNIX Installation.....................................................................................................................................7
Install Mexico CSF Pack on the Linux/UNIX Server......................................................................................7
Update Epicor Environment after CSF Pack Installation..............................................................................8
BPM Import.....................................................................................................................................................8
Import and Schedule the BPM...................................................................................................................8
Import the BPM Directive...................................................................................................................8
Schedule Automatic Startup of BPM Directive....................................................................................9
Customization/Localization Maintenance.........................................................................................................9
Load Customization File............................................................................................................................9
Changing Language.......................................................................................................................................10
Change Current Language......................................................................................................................10
Install and Set Up the Digital Receipts Service.................................................................................................11
Install Web Services................................................................................................................................11
Set Access Rights for Certificate Management........................................................................................12
Create a Digital Tax Receipt Document Type...........................................................................................12
Set Up Certificates for Epicor Application................................................................................................13
Verify the Certificate Installation.............................................................................................................14
PAC Configuration File...........................................................................................................................15
Set Up the Interfactura PAC....................................................................................................................17
Error Messages.......................................................................................................................................18

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Mexico CSF Guide - Installation

Use the Installation tasks to install the add-on Mexico localization module and to utilize localization tax reports,
IETU functionality, and the ability to deliver digital tax receipts.
Complete the following installation tasks:
• Set up the CSF License Code
• Download and install the Mexico CSF pack
• Import the BPM directive using Directive Import
• Install Web Services using Internet Services (IIS) Manager
• Set up access rights using Web Services
• Set up certificates for Epicor application using Company Configuration
• Verify certificate installation using Management Console (MMC)
• Import the translation file using Language Maintenance
• Set up the configuration file to communicate with an Authorized Certification Provider (PAC)
Important Required only if using Digital Tax Receipts over the Internet (CFDI)

Please use the following table to determine the compatibility of the Service Pack version and the CSF package
version that you are going to install:

Scenario Example Instructions


SP version = CSF Version SP 700 and CSF 700 Perfect compatibility
SP version > CSF Version SP 701 and CSF 700 Sometimes it is possible if no
changes were done in the latest CSF
version. Refer to the CSF Pack
description in epicweb to confirm
compatibility.
SP version < CSF Version SP 607 and CSF 700 Not compatible

The procedures that follow only reflect changes specific to Mexico. Refer to Application and Field Help for
additional program information.
Important After you complete the Mexico Country Specific Installation Guide, review the Mexico
Country Specific Functionality Guide for application setup and processes.

CSF License Code

The CSF License Code contains the report styles, report data definitions, menu items, and customization that
apply to the Mexico localization module. When you apply the license code to your Epicor application, all the CSF
files that support the Mexico localization requirements become available in your database.
Note If you do not yet have a license code for your Epicor software, contact your Epicor representative.

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The following features are made available through the license code:
• Menu Item for Mexico VAT Tax Report
• Menu Item for Mexico DIOT Tax Report
• Menu Item for Income Tax Rate Maintenance
• Menu Item for Income Tax Code Entry
• Menu Item for Income Tax Workbench
• Menu Item for Income Tax Report
• Menu Item for Mexico Monthly Report of Receipts Issued
Note For more information on the reports related to the Mexico Localization module, refer to the Mexico
Country Specific Functionality Guide.

Set Up the CSF License

1. Navigate to Start > Epicor Software > Epicor Administrative Tools and open Epicor Administration
Console.

2. In the tree view, navigate to Epicor Administration > Server Management> <server name> > Epicor905
> Licensing.

3. From the Actions pane, click Import License File to import the file with the Mexico CSF license.

4. In the main panel, double-click on the license code.


The license Properties window displays.

5. Navigate to the Country Specific Functionality sheet.

6. In the Country Specific Functionality grid, select the Enabled check box for the Mexico localization
module and click OK.
Note The Licenced check box must be flagged in order to select the Enabled check box for the
localization module.

Set Up Company Properties

1. In the tree view, select the Companies node to display available companies.

2. In the main panel, double-click the company you want to associate the CSF license with.
The Epicor Properties window displays.

3. In the Serial Number field, click the browse (...) button to search for and select the CSF license associated
with the license serial number that is linked to the company.

4. In the Country field, click the browse (...) button to search for and select the Mexico country code.

5. In the Epicor Properties window, click Apply, then OK.

6. Exit the Epicor Administration Console.

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Set Up Localization Module

1. Log onto the Epicor application.

2. Navigate to System Management > Company Maintenance and open Company Configuration.

3. Navigate to the Modules > All Modules > Localization > Detail sheet.

4. In the Country Code field, verify MX displays. This field indicates the CSF license code that is applied.

5. In the Localization field, select Mexico.

6. Click Save.

7. Exit Company Configuration.

Mexico CSF Pack

Use the following steps to download and install the file for the add-on Mexico localization module.
Note You will need to reinstall the CSF module every time a Service Pack or patch is upgraded, as CSF
files stored in the Server/ei directory are deleted during an upgrade.

Install the CSF Pack

1. Log onto the EPICWeb: Support Downloads site. The URL link is:
epicweb.epicor.com/Support/epicor9/downloads/Pages/default.aspx.

2. Expand the folder for your specific release version and country.
For example, expand to Epicor 9 > Version Epicor 9.05.700 > Country Specific Functionality > Mexico.

3. Select and download the country specific file that is appropriate for your platform to your server.
For example, select Mexico90570x-<platform>.exe.

4. On your server, double-click the country specific file to start the installation.

5. In the Mexico Country Specific Functionality window, click Next.

6. In the Destination Location window, click Browse to select the location where you want to install the
CSF pack on your server.
It must be the same location that your Epicor application is installed.

7. Click Next.

8. Click Finished when the installation is complete.

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Linux/UNIX Installation

Use the following steps to install the Mexico CSF pack on the Linux/UNIX server.

Install Mexico CSF Pack on the Linux/UNIX Server

1. Log into your Linux/UNIX server as an Administrator.

2. Navigate to the directory where you installed the Mexico CSF pack.

3. Type ./<filename.bin> where <filename.bin> is the name of the CSF pack file you downloaded. Press Enter
to start the installation.
An Initializing Wizard message appears.

4. A Welcome window appears. Press Enter to accept the default to continue.

5. Type in the directory path where your OpenEdge files are located, or press Enter to accept the default path.

6. Type in the directory path where your Epicor program files are located, or press Enter to accept the default
path.

7. Press Enter to accept the default to continue.

8. A Summary window appears. Verify your directory path to your Epicor program files. Press Enter to accept
the default.

9. Installation messages appear. When successfully installed, a message reminds you to run the CSF Update
executable to complete the installation, which you will do in a later step. Press 3 to finish.

10. On your Windows Admin workstation, navigate to the Epicor905 folder on the Linux/UNIX server. For
example, go to the \\<server>\Epicor905 folder.

11. Double-click the MexicoCSFUpdate.EXE file that is located in that folder.

12. The Welcome screen appears. Click Next.

13. Click Browse to enter the location of the Epicor905 folder on the Linux/UNIX server. For example, enter
\\<server>\Epicor905. Click OK. Click Next.
Note Be sure to use the UNC path and not a mapped drive.

14. The Start Installation window appears. Click Next. The process may run for several minutes.

15. After the Finished window appears, click Finished.

The Epicor application service pack is now installed.

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Update Epicor Environment after CSF Pack Installation

Use the following steps to update the Epicor environment on the Linux/UNIX server after the CSF pack has been
installed.

1. From a Windows workstation, navigate to the Epicor Application 9.05 Server using Windows Explorer.

2. Open the Epicor Config Updater by navigating to the Epicor905\Utilities\EpicorPatchConfigUpdater directory.

3. Run the EpicorPatchConfigUpdater.exe.

4. Add the location of the Client\config directory in the Path to Client Config Folder field.

5. Click the Modify Config button.

The process is complete.


Note There is no prompt signaling the files have been updated. A prompt displays only if there is an error.

BPM Import

Use the BPM Import instructions to import the BPM directive.


Use the System Agent to initiate the BPM upon application startup.

Import and Schedule the BPM

Import the country specific BPM and schedule it to initialize upon application startup.

Import the BPM Directive

1. Navigate to System Management > Business Process Management > General Operations and open
Directive Import.

2. Click the File Name button to search for and select the Mexico_SupplierValidation.bpm file from the
Server/CSF folder.

3. Click Open.

4. In the Group field, select the appropriate directive group.

5. Click Import.

6. If an error message displays, click Yes to ignore the message.

7. Exit Directive Import.

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Schedule Automatic Startup of BPM Directive

1. Navigate to System Management > Utilities and open Global Alerts/Email Server Process.
The Global Alerts/Email Server Process menu displays.

2. Click the Log Filename button to search for and select the Mexico_SupplierValidation.bpm file from
the Server/CSF folder.

3. Click File and Submit.

4. Restart the appservers.

The automatic startup of the BPM directive is scheduled.

Customization/Localization Maintenance
All localization forms required for Mexico CSF are supposed to appear in the system automatically. If you need
to renew some of existing CSF localization forms for Mexico CSF, use Customization Maintenance to load the
CSF customization/localization forms.

Load Customization File


Complete the steps below to import the following localization forms for Mexico CSF:
CMMexico_Localization_APAdjustmentForm_App.APAdjustmentEntry.APAdjustmentForm.xml
CMMexico_Localization_APInvoiceForm_App.APInvoiceEntry.APInvoiceForm.xml
CMMexico_Localization_APInvoiceTrackerForm_App.APInvoiceTracker.APInvoiceTrackerForm.xml
CMMexico_Localization_ARAdjustmentForm_App.ARAdjustmentEntry.ARAdjustmentForm.xml
CMMexico_Localization_ARInvoiceForm_App.ARInvoiceEntry.ARInvoiceForm.xml
CMMexico_Localization_ARInvoiceTrackerForm_App.ARInvoiceTracker.ARInvoiceTrackerForm.xml
CMMexico_Localization_AssetForm_App.AssetEntry.AssetForm.xml
CMMexico_Localization_BankFeeForm_App.BankFeeEntry.BankFeeForm.xml
CMMexico_Localization_BankRecForm_App.BankRecEntry.BankRecForm.xml
CMMexico_Localization_CashRecForm_App.CashRecEntry.CashRecForm.xml
CMMexico_Localization_CompanyEntryForm_App.CompanyEntry.CompanyEntryForm.xml
CMMexico_Localization_CountryForm_App.CountryEntry.CountryForm.xml
CMMexico_Localization_CustomerEntryForm_App.CustomerEntry.CustomerEntryForm.xml
CMMexico_Localization_FinanceChargeForm_App.FinanceChargeEntry.FinanceChargeForm.xml
CMMexico_Localization_FiscalCalForm_App.FiscalCalEntry.FiscalCalForm.xml
CMMexico_Localization_FSCallCdForm_App.FSCallCdEntry.FSCallCdForm.xml
CMMexico_Localization_FSContCdForm_App.FSContCdEntry.FSContCdForm.xml
CMMexico_Localization_LegalNumberForm_App.LegalNumberEntry.LegalNumberForm.xml
CMMexico_Localization_LotAttributesForm_App.LotNumberEntry.LotAttributesForm.xml

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CMMexico_Localization_LotNumberForm_App.LotNumberEntry.LotNumberForm.xml
CMMexico_Localization_LotTrackerForm_App.LotTracker.LotTrackerForm.xml
CMMexico_Localization_MiscChrgEntryForm_App.MiscChrgEntry.MiscChrgEntryForm.xml
CMMexico_Localization_PaymentEntryForm_App.PaymentEntryEntry.PaymentEntryForm.xml
CMMexico_Localization_PayMethodForm_App.PayMethodEntry.PayMethodForm.xml
CMMexico_Localization_PayTypeForm_App.PayTypeEntry.PayTypeForm.xml
CMMexico_Localization_PlantForm_App.PlantEntry.PlantForm.xml
CMMexico_Localization_PurMiscForm_App.PurMiscEntry.PurMiscForm.xml
CMMexico_Localization_TaxRgnEntryForm_App.TaxRgnEntry.TaxRgnEntryForm.xml
CMMexico_Localization_VATTaxForm_App.VATTaxEntry.VATTaxForm.xml
CMMexico_Localization_VendorForm_App.VendorEntry.VendorForm.xml

1. Navigate to System Management > Utilities and open Customization Maintenance.

2. From the Actions menu, select Import Customization.

3. In the Import Customization window, click the Import Filename button.

4. Navigate to the Server/CSF folder and open file that you need to import (see the list above).

5. Click Open

6. If necessary, in the New Name field, rename the customization.

7. To make this customization available to all companies in your database, select the All Companies check
box.

8. Click OK.

9. Exit Customization Maintenance.

Changing Language

Use the Changing Language instructions to change current language of the CSF.

Change Current Language

1. From the Main Menu's Options menu, select Change Language.

2. In the Change Current Language window, select the Language ID for Mexico (for example, esm) and
click OK.

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Install and Set Up the Digital Receipts Service

Use the Install and Set Up the Digital Receipts Service topic to install Web Services, set the access rights for
certificate management, and set up the certificates to work with the Epicor application.
Web Services is needed as part of the process of creating digital tax receipts, as well as the Company
Configuration Epicor application.
Important
Prior to setting up the digital receipts service, you must contact the Mexican Tax Agency (SAT) through
their portal to request the 11 private and public keys and a password.

The Mexico CSF pack file copies the following files to your server. It is recommended that you leave these files
in the directory where they were copied.
• ..[Epicor Root]\WCF_Services\DigitalReceiptsService\DigitalReceiptsService.svc
• ..[Epicor Root]\WCF_Services\DigitalReceiptsService\DigitalReceiptsService.svc.cs
• ..[Epicor Root]\WCF_Services\DigitalReceiptsService\Web.config
• ..[Epicor Root]\WCF_Services\DigitalReceiptsService\Bin\Epicor.Mfg.CSF.MXDigitalReceiptsLib.dll.config
• ..[Epicor Root]\WCF_Services\DigitalReceiptsService\Bin\Epicor.Mfg.CSF.MXDigitalReceiptsLib.dll
• ..[Epicor Root]\WCF_Services\DigitalReceiptsService\Bin\Thoughtworks.QRCodeLib.dll [optional file]
• ..[Epicor Root]\WCF_Services\DigitalReceiptsService\Bin\Epicor.Mfg.WCF.DigitalReceiptsService.dll
Once you have installed Web Services, you will need to set access rights to be able to install and remove certificates.
Then you will need to set up the certificates to be able to be installed through Company Configuration.

Install Web Services


Important For CSF Mexico on a Linux server, the installation of Web Services must be done on a Windows
Server with which the Linux server has access. The WCF_Services directory found on ..[Epicor
Root]\WCF_Services must be copied to the Windows server.

Complete the following steps to install Web Services.

1. Navigate to Control Panel > System and Security > Administrative Tools and open Internet Information
(IIS) Manager.

2. In IIS, navigate to Sites > Default Web Site.

3. Right click on Default Web Site and select the Add Application option.
The Add Application window displays.

4. Enter an Alias.
This will become part of the resulting URL to access Web Services.

5. Select an Application pool.

6. Enter the Physical path to the folder where you copied your WCF Services files (for example, [Epicor
Root]\WCF_Service\DigitalReceiptsService).

7. Click OK.
Your application is created under your default website.

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8. Browse to the application URL by clicking the right panel's Browse *:80 (http) link found under Actions
> Manage Application.
You will now see localhost - /DigitalReceipts/ in the browser and can view the files contained in the
directory.

9. Click on the DigitalReceiptsService.svc link.


The DigitalReceiptsService page displays.

10. Copy the URL address found in the svcutil.exe field for later use.
Important This URL address of the Digital Receipts Service will later be entered in Company
Configuration when installing the certificates.

11. Remain in the IIS environment.

Set Access Rights for Certificate Management


In order for Web Services to be able to install and remove certificates you will have to set up an application pool
with proper write access and permissions.
Application pools serve web applications and web sites and they manage their requests and the access rights for
the operations they perform.
Complete the following steps to set up the access rights for certificate management.

1. From IIS, select the web application you created and click the Advanced Settings link.
The Advanced Settings window displays the application pool associated with Web Services.

2. To see all the application pools available, navigate back to IIS and click the Application Pools node in the
left panel.

3. Select DefaultAppPool to view from the Application Pools list.


The Edit Application Pool window displays.

4. Verify that the .NET Framework version is at least at the 2 level.

5. Navigate back to IIS and click the Advanced Settings link.


The Advanced Settings window displays.

6. Disable the Idle Time-out option by setting it to zero.

7. Add a valid Identity account (preferably with administrator rights).


This allows the certificates you load through Web Services to remain on the server and not get deleted
through the clean up process of the application pool.

Create a Digital Tax Receipt Document Type


Complete the following steps to create a document type for Digital Tax Receipts.

1. Navigate to System Management > Document Management > Document Type Maintenance in the
Epicor application.

2. Click New.

3. Enter a Type ID identifier and a Description (for example, Digital Tax Receipts).

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4. From the Storage Type field, select File System Document.

5. Enter the URL (path) where you want your documents to be saved.
These documents will be the generated invoice xml files and, if using Digital Tax Receipts over the Internet
(CFDI), the generated image files for bar codes.
Note The selected path should be an existing location on your server.

6. Select the Receipt check box.

7. Click Save.

The Digital Tax Receipt document type will be required when loading certificates in Company Configuration.

Set Up Certificates for Epicor Application


You must install the Customization files before completing this procedure.
Complete the following steps to set up the certificates to work with the Epicor application:

1. Navigate to System Management > Company Maintenance > Company Configuration.

2. Make sure the correct information is entered in the Federal ID, Tax ID, and Tax Liability fields.
Important The Tax ID should match the Tax ID of the certificate that will be loaded in step 14.

3. Navigate to Modules > All Modules > Localization > Detail.

4. Verify that Mexico displays in the Localization field.

5. Navigate to the Localization Mexico sheet.

6. Make the appropriate entry in the Municipio field.

7. Navigate to Modules > All Modules > Localization > Digital Tax Receipts.

8. From the Digital Tax Receipt Type field, make one of the following selections:
• Digital Tax Receipts over Internet (CFDI)
• Digital Tax Receipts (CFD)
• Disable - Prevents contact with web service provider but still generates data.
Important You cannot change your selection from Digital Tax Receipts over Internet (CFDI) or
Disabled to Digital Tax Receipts (CFD) if a document has already been generated as a CFDI, or if
there are unposted invoices with legal numbers assigned without Approval Year and Approval Number
information. An error message will display, preventing the change.

9. Select an Authorized Certification Provider.


This option is only enabled if the Digital Receipt Type field is set to Digital Tax Receipts over the Internet
(CFDI).

10. From the Document Type field, select the document type you created earlier (for example, Digital Tax
Receipts).

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11. If needed, select the Use Plant on Expedido En Address check box to include plant information in the
xml file.

12. Enter the URL you created from Web Services in the Web Services URL field.
The URL should end with ?wsdl.

13. Select the Debug Mode check box to save error message information from the Web Service.
When this option is selected, two files are saved to the directory defined in Document Type Maintenance
where xml files are designated to be saved.

14. Click the Load Certificate button.


You will be prompted from the Load Certificates dialog box to enter the path to the .cer and .key files, as
well as the password for the private key in the Key Password field.
Note The paths to these files must be accessible by the server.

Important The Tax ID of the certificate should match the Tax ID specified in step 2.

15. Click the Accept button.


If the certificate is installed correctly, then all information about the certificate should be loaded in the
Certificate Setup group, including the Thumbprint, which is the key to linking the certificate to a customer.

16. Complete steps 14 and 15 for the remaining certificates.

Refer to the Company Configuration topic in the Mexico Country Specific Functionality Guide for information
regarding the Tax Type Mapping section of Company Configuration.

Verify the Certificate Installation

1. To verify that a certificate has been installed, go to Start > Run and enter MMC and click OK.
The Microsoft Management Console (MMC) window displays.

2. From the MMC window, click File > Add/Remove Snap-in (or, press CTRL + M).
The Add or Remove Snap-ins window displays.

3. From the Available snap-ins list, select Certificates and click the Add button.
A dialog box will display asking at which level you would like to manage the certificates.

4. Select Computer Account and click the Next button.


The Select Computer screen displays.

5. Click Finish and leave the default information as is.

6. From the MMC window navigate to the Certificates > Personal > Certificates node.
The installed certificates display in the right pane.

7. Double-click on a certificate to display detailed information.


Note If a certificate does not contain the "You have a private key that corresponds to this certificate"
phrase under Certificate Information, then the certificate is not installed correctly.

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PAC Configuration File

The PAC configuration file enables companies to configure the necessary settings to communicate with an
Authorized Certification Provider ( PAC). This applies only to CFDIs.
The PAC configuration file (..[Epicor
Root]\WCF_Services\DigitalReceiptsService\Bin\Epicor.Mfg.CSF.MXDigitalReceiptsLib.dll.config) supports Digital
Tax Receipts over the Internet (CFDI). A PAC is an external company that offers the service of certification of
digital tax receipts by creating a new digital seal based on the information in the digital tax receipt. For the CFDI
functionality, Epicor is currently supporting two PACs, Interfactura and Buzon Fiscal. Buzon Fiscal is handled
through a solution developed by Ventus Technologies. Currently the configuration file only supports these two
PACs.
The configuration file is an xml file structured in a way that the Digital Receipts Library component will be able
to read the settings to connect to a PAC. All nodes and attribute names are case sensitive, but their values are
not. The following is the main structure of the configuration file:
1 <?xml version="1.0" encoding="utf-8" standalone="yes" ?>
2 <configuration>
3 <configSections>
4 <sectionGroup name="MXDigitalReceiptsLibConfig" >
5 <section name="PACSection"
6 type="Epicor.Mfg.CSF.Mexico.Configuration.
7 PACConfigurationSection,
8 Epicor.Mfg.CSF.MXDigitalReceiptsLib" />
9 </sectionGroup>
10 </configSections>
11 <MXDigitalReceiptsLibConfig>
12 <PACSection>
13 <PACConfigurationCollection>
14 <PACConfiguration pacCode="" targetURL=""
15 key="" username="" password=""/>
16 <PACConfiguration pacCode="" targetURL=""
17 key="" username="" password=""/>
18 <CompanyCollection>
19 <Company name="" key="" username=""
20 password=""/>
21 </CompanyCollection>
22 </PACConfiguration>
23 </PACConfigurationCollection>
24 </PACSection>
25 </MXDigitalReceiptsLibConfig>
26 </configuration>
The configuration file is divided in two main sections delimited by two nodes. The first node is configSections
(line 3 in the example layout) which specifies information about the section that contains details about the PAC
configuration and other information used internally by the Digital Receipts Library component.
Important Anything inside of this node should not be modified by the user.

The second node is MXDigitalReceiptsLibConfig (line 11 in the example layout) this is the node that will contain
the configuration of the PACs and users will need to modify these settings.
The MXDigitalReceiptsLibConfig node will contain all the settings that will be used by the Digital Receipts Library
component to connect to a specific PAC. Inside of this node there is only one section called PACSection (line
12 in the example layout) which contains a collection of configuration lines enclosed by the
PACConfigurationCollection node (line 13 in the example layout). Each configuration line has been named
PACConfiguration (line 14 and 16 in the example layout).

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Important The user may edit, add or remove any of the PACConfiguration lines at their convenience.

A PACConfiguration node provides the following five attributes that can be updated by the user to create the
settings needed.
• PACCode - This attribute is required and links the rest of the settings to a specific PAC. Currently only two
options are valid (VENTUS or INTERFACTURA), which are the two options currently supported by Epicor. In
the future this may be expanded to allow more PACs or the flexibility for users to develop their own integration
to a PAC.
• TargetURL - Since PACs will most often provide their services through the internet, this attribute will define
the URL of a web service or other web application that will receive requests from the Digital Receipts Library
component. This is a mandatory attribute.
• Key - This attribute is available if a PAC requests a specific key string. Currently this attribute is used only with
Interfactura, as they require the host server to have a certificate (issued by them) installed in order to
authenticate the web service. For Interfactura, this attribute will contain the thumbprint of the certificate
installed in the server. This attribute is not mandatory in general, but is a required value for Interfactura.
• Username - Some PACs may require login information to be provided when contacting their service. Currently
this is not a requirement for Interfactura and Ventus Technologies. This attribute is available for flexibility
purposes.
• Password - Some PACs may require login information to be provided when contacting their service. Currently
this is not a requirement for Interfactura and Ventus Technologies. This attribute is available for flexibility
purposes.
The following is an example of the PACConfiguration lines for Interfactura and Ventus Technologies.
Note Unused attributes can be omitted from the PACConfiguration node (for example, username).

<PACConfiguration pacCode="VENTUS"
targetURL="http://ventustech.com/Pac.asmx"/>
<PACConfiguration pacCode="INTERFACTURA"
targetURL="https://pac.interfactura.com/Timbre.asmx"
key="5bd4df213fd622ea301ae68df68c882996d63f05">

Multi-Company Configuration Support


In a multi-company environment each company may receive the certification service from a different PAC, or the
same PAC may provide different authentication settings. In order to enable companies to use different PAC
settings, an extra collection of elements can be added inside of each PACConfiguration node.
This collection is enclosed in a node named CompanyCollection (line 18 in the example layout) and each element
will be named Company (line 19 in the example layout). Each of these elements will be able to define specific
settings for the Key, Username and Password attributes and each company will be linked through the Company
ID (i.e. Company.Company in Epicor 9/9.05) by the use of the Name attribute.
The following is an example of the use of a Company collection inside the PACConfiguration section.
Note Unused attributes can be omitted from the Company node (for example, username).

<PACConfiguration pacCode="INTERFACTURA"
targetURL="https://pac.interfactura.com/Timbre.asmx"
key="5bd4df213fd622ea301ae68df68c882996d63f05"
<CompanyCollection>
<Company name="VN10T"
key="5bd4df213fd622ea301ae68df68c882996d63f05"/>
Company name="VN10T"
key="ECE2E2728AD785FC26896BFC564520E900C87CA7"/>
</CompanyCollection>
</PACConfiguration>

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Set Up the Interfactura PAC


Interfactura requires customers to have a certificate issued by them installed in the server making the requests.
This is the same server where the Digital Receipts Service is installed. This certificate is delivered to users separately
from this solution. It is the responsibility of the user to store the certificate in a safe location, in the event that it
needs to be reloaded again. The certificate arrives as a PFX file and must be installed separately from the Epicor
solution.

1. To install the certificate, go to Start > Run and enter MMC and click OK.
The Microsoft Management Console (MMC) window displays.

2. From the MMC window, click File > Add/Remove Snap-in (or, press CTRL + M).
The Add or Remove Snap-ins window displays.

3. From the Available snap-ins list, select Certificates and click the Add button.
A dialog box will display asking at which level you would like to manage the certificates.

4. Select Computer Account and click the Next button.


The Select Computer screen displays.

5. Click Finish and leave the default information as is. Click OK.

6. From the Console window, highlight Certificates > Personal on the tree and select Actions > All Tasks
> Import.

7. From the Certificate Import Wizard that displays, click Next.

8. In the File name field, enter the path to the certificate file (.PFX) and click Next.

9. In the Password field, enter the password to the certificate file (this password is provided by Interfactura)
and click Next.
Important For security reasons, do not select the Mark this key as exportable check box.

10. Select the Place all certificates in the following store check box and Personal in the Certificate Store
field and click Next.

11. Review the settings that display and if correct, click Finish.
The settings should display Personal as the certificate store, PFX as the Content, and the certificate file
name.

12. To verify the certificate has been imported, go to Certificates > Personal > Certificates from the Console
and you should see a certificate with the Issued By field set to Interfactura.
Note Only certificates issued by interfactura can be used. If another certificate attempts to be used,
a system error will be thrown when generating the digital receipt.

13. To set up this certificate in the configuration file, double-click on the certificate and go to the Details sheet
of the Certificate window.

14. Be sure <All> is set in the Show field and search for the Thumbprint field and copy its value.

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15. Before copying the thumbprint value to the configuration file, paste it to a Notepad file and remove all
spaces.
This is recommended to prevent invalid characters from being copied.

16. Enter this value in the PACConfiguration node or the Company node in the Key attribute of the
configuration file as shown in the example below.
Refer to the PAC Configuration File topic for configuration file details.
<PACConfiguration pacCode="INTERFACTURA
targetURL="https://pac.interfactura.com/Timbre.asmx"
key="5bd4df213fd622ea301ae68df68c882996d63f05"/>

Error Messages
It is possible that either the PAC or the Web Service returns an error during certification. Errors will be registered
for the invoice so you will be aware that the invoice was not certified. You can re-certify an invoice from AR
Invoice Tracker.
Important These tables only apply when using CFDIs.

The following table shows possible errors returned by the Web Service.

Code Description (Spanish) Translation


M301 Esquema no válido XSD Schema is not valid
M302 El Sello del Comprobante no es válido Digital Sea lis not valid
M303 El Rfc del Emisor no corresponde al Rfc del RFC of seller does not match RFC in
Certificado certificate
M304 El Certificado se encuentra en la lista de Certificate is in SAT's "blacklist"
revocación del SAT
M304B El Certificado aún no se encuentra en la lista de Certificate is not yet in SAT's certificate list
certificados del SAT
M305 Certificado de sello no válido Certificate is not valid
M306 El Comprobante fue firmado con una FIEL The document was signed with a FIEL
M307 El comprobante ya contiene un timbre The document already has a stamp
M308 Emitido por una AC no válida Issued by an invalid AC
M401 La fecha de expedición del comprobante es mayor Document was issued more than 72 hours
a 72 horas ago
M402 EL RFC del emisor no existe conforme al régimen RFC of seller does not exist with this
autorizado (Lista de validación de régimen) LCO scheme
M403 El CFD fue emitido antes del 01 Enero de 2011 Document was issued before January 1st,
2011

The following table shows possible errors returned by a PAC.

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Code Description (Spanish) Translation


401 Fecha fuera de rango para Date outside range for certification
timbrado
Note The cause of this error is that the date and time of
the invoice is more than 72 hours old or there is a time
difference between the invoice and the PAC server.

Important Synchronize your server date and time with


the PAC's server date and time to prevent this error from
occurring in the future. As a workaround, use the
Regenerate Digital Tax Receipt action menu item from
AR Invoice Tracker to re-certify the document if your local
date/time is ahead of the PAC's date/time.

G101 El PAC no está configurado PAC is not correctly configured


correctamente
G404 No se pudo establecer la Could not establish connection with PAC
conexión con el PAC
G999 Error interno Internal error

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Additional information is available at the Education and
Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.