MX-00007 Customer registration IDs and other information

This article explains how to create a customer with fiscal and other related information used in electronic invoices and legal reports for Mexico in Microsoft Dynamics 365 Finance.

The following procedure was created using the demo data company MXMF.

To create a customer with fiscal and other related information, follow these steps.

1. In Dynamics 365 Finance, go to Accounts receivable > Customers > All customers.

2. Select New.

3. In the Name field, enter a value.

4. In the Customer group field, enter a value.

5. Select Save.

6. In the list, select the customer you created.

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 Federal Registration for Taxpayers (RFC) number of the customer.

   Note

   The 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 Clave Única de Registro de Población (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, enter a value.

12. In the Tax registration ID field, enter a value. If the company type for this customer is Foreign, this field is required.

13. Select Save.