Reach Core: e-invoicing solutions. Reach Core, a Grupo Advantage division

Transcripción

1 Reach Core: e-invoicing solutions Reach Core, a Grupo Advantage division

2 Content About Grupo Advantage Criterios de un proveedor Solución SCHLUMBERGER Ventanilla Única de Recepción de CFDs Opciones de Envío de CFDs Próximos pasos SCHLUMBERGER Metodología de Implementación Algunos de nuestros clientes Contacto

3 Divisions in Advantage Group Advantage Security, S. de R.L. de C.V. ( Grupo Advantage ) was founded in January of Advantage Group SSL and digital signatures E-Invoicing and B2B Integration CertSuperior.com PSC Advantage Reach Core

4 Certifications Government Certifications First company in Mexico to obtain Certificate Authority, Time Stamp Authority and E-Archiving (NOM 151) Authority from the Ministry of Economics Certified e-invoicing solution from SAT Partner Certifications Microsoft Gold Certified Partner SAP Partner Certified Oracle Integration Third Party Certifications E-Invoicing solution certified by AMECE/GS1 AS/2 certified by Drummond Group

5 E-Invoicing in Mexico What is an e-invoice? An e-invoice, also known as a Comprobante Fiscal Digital (CFD) is a digitally signed XML file which substitutes paper based invoices The local tax authority (SAT), has published the standards and rules that must be put in place in the Anexo 20 of its Resolución Miscelánea Fiscal in order implement e-invoicing Who can issue e-invoices? Third parties authorized by the SAT Prestadores Autorizados de Certificación (PAC) In House solutions may exist, but must be complemented with PAC services The SAT has begun to oblige all companies and individuals to implement e-invoicing By January of 2011, all individuals that take part in commercial activities must migrate from paper based invoices to e-invoices Other sectors, such as the Agricultural sector, must also implement e-invoicing Any invoice greater than 2,000 pesos must be created with an e-invoice Large B2B hubs are mandating their supply chains to implement e-invoicing

6 The e-invoice market in Mexico Hubs have their own integration rules: Wal-Mart, Chedraui, Liverpool, Chrysler, VW, Home Depot, among many others. An Addenda is additional information that can be inserted into the e-invoice for control purposes, such as supplier ID (GLN), PO number, etc. Each hub has their own definition for protocol use (HTTPS, SFTP, FTPS or AS/2) and layout definition for Addendas (XML, EDIFACT, TXT, etc.) in order to receive e-invoices Most hubs are forcing their suppliers to implement e- Invoicing in order to reduce costs and stream line operations Banks, Telcos and other institutions are also implementing e-invoicing for Presentment and Payment solutions

7 Prestador Autorizado de Certificación (PAC) Deliver «Timbre Fiscal Digital» Archive e-invoices (CFDI) Connectivity with SAT

8 Free Services provided by PAC Offer CFDI generation service Limited to Web Forms Does not include Addendas Limited integration options Support CFDI Basic support services via

9 Introduction to Reach Core Reach Core, a division of Advantage Group, is dedicated to providing e-invoice and B2B Integration solutions Reach Core Solutions E-Invoice delivery services E-Invoice receiving services B2B and B2G e-invoice Integration Solutions Consulting E-Invoicing and B2B project management Training Reach Core Products RC Network: e-invoice network in the Cloud DocuFact Sealer: e-invoicing solution integrated with HSMs for high volume customers such as Banks / Telcos

10 PEMEX Supply Chain Solution Solution based on SaaS model RC Network: collaboration network to send and receive e-invoicing via differente integration options, such as SMTP, Webservices, SFTP, FTPS, AS/2, Web Portal, among others. Consulting: project management to coordinate design, development, testing, go-live and support.

11 E-Invoice receiving services Integration options File formats: TXT, CSV, Pipes, XML, EDI (EDIFACT y EDI X.12), Excel, etc. Protocols: AS/2, FTP, SFTP, FTPS, HTTP/S, etc. Interfaces: ERP, BD, Web Forms, Aplicaciones Office MSFT, etc.

12 Supplier «On Boarding» work flow Supplier cualification Service level agreements Supplier integration Postin implementation support Testing

13 User: Receiver Módulo receptor Carga de proveedores Un usuario receptor puede realizar la carga de sus proveedores a través de un archivo de excel que contenga en sus columnas la información de RFC, Nombre y correo electrónico. Con el archivo previamente generado el usuario receptor entra en la aplicación y selecciona la opción de examinar para seleccionar el archivo, para luego dar clic en el botón Guardar

14 User: Supplier El proveedor en su correo electrónico recibe un mensaje que le indica ha recibido una invitación para ingresar a Ventanilla única. El correo electrónico es una plantilla en la que se puede personalizar el texto. Módulo receptor Notificación a proveedor

15 User: Receiver Una vez que el usuario da clic a la liga del correo electrónico recibido se abrirá esta pantalla que le permitirá registrar sus datos. Módulo receptor Registro de proveedor

16 User: Supplier and Receiver Al ingresar al portal de ventanilla única se solicitará a la persona que accede su nombre de usuario y contraseña Página de bienvenida

17 User Receiver Si el usuario se encuentra ya firmado en otra máquina, en pantalla se mostrará un mensaje que indica que tiene actualmente una sesión activa. Módulo Receptor Indica usuario en sesión

18 User: Receiver Módulo Receptor Página de bienvenida La primera página una vez que el usuario accede, muestra los buzones dentro de los cuales podrá ver las diferentes bandejas de documentos a las cuales podrá aplicarle filtros para hacer más sencilla la búsqueda : Bandeja de entrada Documentos enviados Documentos eliminados Constancia NOM 151 Bandeja de errores

19 User Supplier Desde esta página el usuario podrá realizar la carga de sus certificados. Módulo proveedor Carga de certificado

20 User Supplier Desde esta página el usuario podrá realizar el envío de un archivo XML para generar su CFD. Módulo proveedor Carga de archivo

21 Sending directly with Addenda (PEMEX)

22 PEMEX Integration Workflow

23 PEMEX Integration Workflow

24 Sending to other clients via «Pull»: Web Portal

25 Sending to client via «Push»:

26 Some of our clients Financial and Insurance Government Pharma Automotive Consumer Manufactura Others

27 Contact Information Greg Werner, Director O: Nextel: e- mail: gwerner@grupoadvantage.com