CSF MX - Can I run a US and MX plant to do MX reporting?

Kinetic ERP
1

I currently have one company and one plant and I am getting ready to split them and would prefer to have them as one company and two plants, but am being told they have to be separate companies.

Is that correct?

1 Like
2

Yeah, not sure what happens when you have two CSF modules installed into one company. :thinking: Seems like reporting would be difficult, especially with mixed currencies.

1 Like
3

We had to go multi-company so we have our US and MX split for the CSF and reporting needs. That was awhile ago, maybe you can get away with it in one company now though.

1 Like
4

I did a test and can have USD and Pesos in the same plant and we are multi book, so I can do ledgers in both of them.

5

I am pretty sure I can make it happen, just not sure if it is allowed.

6

If you can do MX reporting and US 1099s, then you’re probably good. :person_shrugging:

7

Well, as long as you can do all the specific reporting requirements for Mexico plus the AR invoicing needs for MX you may be fine.

8

This is as much of a Legal/Financial (read “what amount of taxation is paid to whom when”) question as it is an operational one. I would STRONGLY recommend advice from a tax professional.

3 Likes
9

If I remember correctly the CSF is per company, not per plant.
On the other hand if you manage to install both US and MX CSFs, from what I have seen the MX CSF has some UD fields for the MX functionality so my assumption is the CSF extra functionality is handled by the UD fields while Epicor Core is still the same. So it might work but I would ask finance to validate all their processes again to make sure all is ok (especially taxes).

If the MX and US are overwriting some DLLs, then you are in trouble. To check this I would have a standard epicor install, make a copy of the folder, install US CSF, make a copy called CSFUS, install MX CSF and do a file comparison between these. if some file is overwritten by CSF I would not put both CSFs in same company as you never know what might happen, when and where.

Depending on what reporting you need, if it’s finance only you might do a consolidated company where to put the MX CSF and get your financial reports for MX from there, otherwise it gets complicated.

1 Like