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Applies to Product - Dynamics 365 Finance
 

What’s happening?
The customer is experiencing an issue where the cancellation request for CFDI (Comprobante Fiscal Digital por Internet) is not updating the status in the system. The status remains as "Pending" instead of changing to "Cancelled" after the request is sent to the PAC (Proveedor de Certificación).
 

Reason:
This is related to the integration with the PAC. The PAC is not receiving the cancellation request properly, which prevents the status of the electronic invoice from being updated.
 

Resolution:

  1. Manual Cancellation Process:
  2. Select the CFDI with the status "Approved."
  3. In the action panel, select "Functions" and then "Cancellation."
  4. Specify the cancellation date and enter the reason for cancellation in the "Cancellation Key Name" field.
  5. Click "Accept" to confirm the cancellation of the electronic invoice. The status of the electronic invoice will change to "Manual Cancellation."
  6. Manually Update the Status of a CFDI Document:
  7. Use the periodic task "Update Electronic Document Status" to update the status of a CFDI document that has been in progress for a long time after cancellation.
  8. If the document was cancelled in a PAC application, navigate to "Customers" > "Invoices" > "Electronic Invoices" and update the status of the invoice.
  9. Filter the records to find those that need their status updated.
  10. Customization Suggestion:
  11. Since the task of cancellation is not automated in a standard way, it is recommended to consider a customization that allows for the automation of this process to facilitate operations, especially for customers handling a significant volume of cancellations.