SAP ConsultingWhat changes when you run SAP in Mexico
Mexico has one of the strictest e-invoicing regimes in the world. These are the points a global template almost never covers out of the box.
E-invoicing
Every invoice, credit note and complement must be stamped by an authorized provider (PAC) and follow SAT catalogs.
Payment complement
Invoices on credit require an additional CFDI when collected, tied to payment application in SAP.
Electronic accounting
Chart of accounts mapped to the SAT grouping code and a monthly trial balance in XML format.
DIOT
Report of operations with suppliers based on the VAT actually paid.
Carta Porte
Mandatory complement for moving goods within the country.
IMMEX
Temporary import and inventory control for companies under the IMMEX program.
How we run the roll-out
Template fit-gap
We compare the global template against Mexican tax, legal and operational requirements.
Local design
We define the minimum extensions needed to respect the template and comply locally.
Configuration & testing
We configure, integrate with the PAC and test end-to-end cycles with users in Mexico.
Go-live
Balance migration, cutover and a supported first close.
A local team that speaks your headquarters' language
We have worked on roll-outs and projects for companies such as Arca Continental, Weir Minerals, Hyatt and AMResorts.
- Bilingual team that coordinates with your global team in English
- Working hours aligned with the U.S. and Canada
- Roll-out experience in Mexico, the United States and Canada
- Finance and logistics consultants: FI, CO, MM, SD, PP, QM and EWM
- On site in Monterrey and northeast Mexico, or remote
- Finance automation with Serrala embedded in SAP
Mexico roll-out FAQ
How long does a roll-out to Mexico take?
It depends on the scope and the number of company codes and plants. A roll-out of one company code with finance and logistics usually takes 4 to 8 months; in the fit-gap we give you a plan with dates.
Can you work alongside our global integrator?
Yes. We often join as the Mexico localization team for the global integrator or for the corporate in-house SAP team.
What do we need ready in Mexico?
The legal entity with its RFC (tax ID) and tax regime, the digital seal certificate (CSD) for invoicing and a contracted certification provider (PAC). We cover the system side and coordinate with your tax advisors.
More detail on tax requirements in SAP tax localization for Mexico.