Budget transfers and budget control


Budget Transfers do not respect budget control limitations, as it assumes the budget manager is making this change intentionally and budget manager has the permissions to override budget control. In the other hand, considering a big enterprise, with more than just one budget manager and a lot of...

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Category: Budgeting (39)

STATUS DETAILS
Needs Votes

MEXICO DIOT amount in Column "Sales tax amount" and "Origin amount" when 'Actual sales tax amount' is used


DIOT has been designed to show information in Vendor invoice journal and other documents in AP. If you create a Vendor Invoice Journal, the amount for "Sales tax" (Calculated sales tax amount) and "Origin amount" are show in DIOT. However, in some circumstances (rounding issues, wrong sales tax ...

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Category: Globalization - Regulatory features (206)

STATUS DETAILS
Under Review

MEXICO - CFDI Cancelation Service


Cancelation service exists for CFDI. When you cancel a CFDI, it generates and stamp XML file for cancelation with government. It would be desirable to cancel (for example, create a Credit note) in AR module as well. This is because, Invoice has been canceled for fiscal purposes, but not for ge...

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Category: Globalization - Regulatory features (206)

STATUS DETAILS
Under Review

MEXICO ELA Ledger entries should include UUID RFC and Amount for Interest and Withholding Bank transactions


You post a General journal (Ledger (Dr) - Bank (Cr)) and enter UUID. This is to post Bank interest and Withholding tax. Then you realize that Electronic Ledger Accounting for Ledger Entries (Contabilidad electrónica - Póliza de Diarios) is missing the following attributes: RFC, Total Amount and U...

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Category: Globalization - Regulatory features (206)

STATUS DETAILS
New

MEXICO - Attribute LugarExpedicion for Free Text Invoice


In Mexico localization environment, for Sales orders you are able to define value for attribute 'LugarExpedicion' in Site address. However, for Free Text Invoice, you are not able to select a differente 'LugarExpedicion' (which is Zip postal code) other than Legal Entity Zip code. It would be de...

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Category: Globalization - Regulatory features (206)

STATUS DETAILS
Needs Votes

UUID Validation for Vendor Invoices


Please, include a validation for UUID field (Purchae order and Vendor Invoice) to allow only 36 characters as requested by SAT. Otherwise, data for this field will be wrong. For example: 5FB2822E-396D-4725-8521-CDC4BDD20CCF

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Category: Globalization - Regulatory features (206)

STATUS DETAILS
Needs Votes

MEXICO ELA Ledger entries is missing UUID RFC and Amount for Conditional Sales Tax


You post a payment for a Vendor or Customer and realize that 'Electronic Ledger Accounting - Ledger entries' is missing the information related to Conditional sales tax (Traslado del IVA) like: UUID, RFC and Amount. This information is required for ELA - Ledger entries See as reference: FinOps ...

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Category: Globalization - Regulatory features (206)

STATUS DETAILS
New

Split a Global CFDI: 1 Global CFDI for sales and 1 Global CFDI for returns


You create in POS a mixed retail transaction/ticket, which means, a transaction that includes lines with both positive (Sales) and negative (Returns) quantities. Then, only one CFDI document is generated. Depending on the total transaction amount sign, it can be a document for sales or a docume...

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Category: Globalization - Regulatory features (206)

STATUS DETAILS
New

Project adjustment should adjust financial dimensions for an Expense journal


Try to adjust Financial dimensions for an Expense journal in Projects module. Only Posting type 'Project - cost' is adjusted. It should be adjusted Posting type 'Ledger journal' as well. See issue 508516 for reference

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Category: Project management (509)

STATUS DETAILS
New

MEXICO - Complement of withholding should allow multiple Vendor accounts


Regarding Mexico Complement of withholding tax for CFDI, when you generate it, only accepts 1 Vendor account. It would be desirable to include a range of vendors to save time running this process.

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Category: Globalization - Regulatory features (206)

STATUS DETAILS
Under Review