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(MEX) Generate a DIOT

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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the Generate DIOT declaration form to generate a Declaración Informativa de Operaciones con Terceros (DIOT).

  1. Click General ledger > Reports > Mexican tax reports > Generate DIOT declaration.

  2. On the General tab, in the From date and To date fields, select the starting date and ending date of the reporting period.

  3. In the DIOT report type field, select one of the following options to indicate the type for the DIOT:

    1: consolidated – Summarizes the vendor transactions that are created for a specific Registro Federal de Contribuyentes (RFC) number or registration ID.

    2: detailed – Generates a detailed report that contains information about all vendor transactions. Each line in the report represents a transaction.

  4. In AX 2012 R3 and cumulative update 6 or later for AX 2012 R2: In the Include transactions field, select one of the following options to indicate the type of vendor invoice transactions to include in the report:

    • Open – Include transactions that have not been settled. In other words, transactions that have a current balance that is not equal to zero.

    • Closed – Include transactions that have been settled. In other words, transactions that have a current balance that is equal to zero.

    • All – Include all transactions.

  5. In the File name field, specify the path and file name for the DIOT.

  6. Select the Generate file check box to generate the DIOT as a text file.

  7. In the Percentage of global vendor operations field, enter the percentage of total transactions that are considered global vendor transactions.

  8. In the Upper limit field, enter the maximum transaction amount for a global vendor.

  9. Click OK to generate the DIOT.

See also

(MEX) Generate the DIOT declaration report (DIOTDeclaration_MX)