A build-to-order X++ extension for CFDI 4.0 in Dynamics 365 Finance & Operations: PAC stamping, complemento de pago, carta porte and the cancellation approval flow. Built for your entities after a fixed quote. Built to order by ECOSIRE for Dynamics 365 F&O (build-to-order) — indicative price from $1399.00 USD; request a quote for a scoped proposal.
A build-to-order X++ extension for CFDI 4.0 in Dynamics 365 Finance & Operations: PAC stamping, complemento de pago, carta porte and the cancellation approval flow. Built for your entities after a fixed quote.
Built to order
Mexican CFDI is not a document format bolted onto an invoice — it is a lifecycle. A sales invoice must be built to the CFDI 4.0 schema with the correct UsoCFDI, RegimenFiscal, ObjetoImp and product/service keys, signed, sent to an authorised PAC for stamping, and stored with the returned UUID and timbre. Then a customer payment triggers a complemento de pago referencing every UUID it settles. Then a shipment of goods on public roads triggers carta porte with route, vehicle, operator and merchandise detail. And a mistake cannot simply be reversed: cancellation runs through an acceptance workflow with a stated reason and, for most reasons, a substituting UUID.
Dynamics 365 Finance & Operations handles the accounting side of all of this cleanly. What breaks in practice is the state machine around it: which invoices are stamped, which payments are missing their complemento, what happens when the PAC times out after signing but before the response is stored, and how a warehouse supervisor gets a carta porte for a load that was picked twenty minutes ago. Getting that wrong does not just create rework — an unstamped invoice is not a fiscal document, and a payment without its complemento is an open exposure at audit.
ECOSIRE builds a CFDI extension for your F&O environment as X++ extension code in its own model — event handlers, chain of command, table and form extensions, no overlayering — deployed as a package through your LCS or Azure DevOps pipeline.
We map sales invoices, free text invoices, project invoices and credit notes to the CFDI 4.0 XML, including the emisor/receptor blocks, tax breakdown for IVA and retenciones, ClaveProdServ and ClaveUnidad per line, and the catalogue-driven fields. The stamping call to your chosen PAC runs through a service layer with a durable request record: the request is written before the call, so a timeout after signature never loses a UUID. The returned TimbreFiscalDigital, UUID, certificate serial and stamped XML are stored against the invoice and made available to the printed document and to your PDF delivery.
Customer payments in the settlement journal generate the payment complemento, resolving every settled UUID, the partiality number, previous and current balances and the currency handling. A batch job identifies payments that require a complemento and have not produced one — the single most valuable control in the whole build, because that gap is otherwise invisible until an audit.
For goods movements, carta porte is generated from the shipment or transfer order using warehouse data already in F&O: items and quantities from the load, plus configured vehicle, operator, permit and route data. Where your operation uses the warehouse mobile app, we make the stamped carta porte status visible so a load is not released without it.
Cancellation is implemented as a controlled process: reason code, substituting UUID where required, submission to the PAC, and storage of the acceptance or rejection response. The related financial reversal in F&O stays tied to the fiscal outcome rather than running ahead of it.
A workspace shows unstamped invoices, payments missing complementos, pending cancellations and stamping errors with the PAC's message text. Batch jobs on the standard F&O batch framework drive retries with bounded, idempotent logic. Everything is exposed through data entities for OData and the Data management framework, so your Power BI or Power Platform layer reads one source of truth.
Companies operating one or more Mexican legal entities on F&O — particularly manufacturers, distributors and any business moving its own goods on public roads, where carta porte turns a finance obligation into a logistics one.
Nothing here is pre-built. We start with a scoping call covering your legal entities, PAC, document types, whether carta porte and complemento de pago are in scope, and how your shipments are structured. You receive a fixed quote against that written scope. ECOSIRE then builds against your F&O version, delivers a deployable package, and installs it in your test or sandbox environment, where we stamp real document shapes against your PAC's test environment with your team present. After sign-off it goes to production through your normal release process, followed by a support window for defects and for changes the SAT publishes to the schema or catalogues.
Lead time is typically two to four weeks from signed quote, longer where carta porte and multiple entities are all in scope.
A short call to confirm the workflow, your platform version and where the integration boundaries sit.
You receive a written scope and a fixed price. Nothing is built until you approve it.
We develop against a copy of your configuration and test it there. Typically two to four weeks.
We install on your instance, hand over the source, and support it for twelve months.
Is accountable for every payment having its complemento and cannot prove it today without exporting and cross-checking by hand. A batch control that lists settled payments with no complemento closes the exposure before an audit finds it.
Loads leave the yard on a schedule that does not wait for finance, yet carta porte must exist before the truck moves. Generating it from the shipment and surfacing its status in warehouse operations keeps dispatch and compliance in the same flow.
Has to integrate a PAC without leaving orphaned state when the network drops mid-call. A durable request record written before the stamping call, plus idempotent retries on the batch framework, is the pattern they would have specified themselves.
| Criterion | ECOSIRE | Custom Build | Competitor |
|---|---|---|---|
| CFDI 4.0 stamping through your own PAC | Included | Partial support | Included |
| Complemento de pago from settlements | Included |
From $1399.00
Starting point — quoted to your scope
| Included |
| Control listing payments missing a complemento | Included | Not included | Partial support |
|---|
| Carta porte from shipments and transfer orders | Included | Not included | Partial support |
|---|
| Cancellation workflow with substituting UUID | Included | Partial support | Included |
|---|
| Durable request record preventing duplicate stamping | Included | Not included | Partial support |
|---|
| Extension-only, no overlayering | Included | Partial support | Included |
|---|
| Source code delivered to your repository | Included | Included | Not included |
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