The generic version of Microsoft Dynamics NAV supports sending electronic invoices and credit memos in the PEPPOL format, which is supported by the largest document exchange service providers. A document exchange service provider dispatches electronic documents between trading partners. To provide support for other electronic document formats, you use the Data Exchange Framework. For more information, see How to: Set Up Data Exchange Definitions.
In the generic version of Microsoft Dynamics NAV, a document exchange service is preconfigured and ready to be set up for your company. For more information, see How to: Set Up a Document Exchange Service.
To send a sales invoice as an electronic PEPPOL document, you select the Electronic Document option in the Post and Send dialog box from where you can also set up the customer’s default document sending profile. First, you must set up various master data, such as company information, customers, items, and units of measure. These are used to identify the business partners and items when converting data in fields in Microsoft Dynamics NAV to elements in the outgoing document file. The data conversion and export of the PEPPOL sales invoice are performed by dedicated codeunits and XMLports, represented by the PEPPOL electronic document format. For more information, see How to: Set Up Electronic Document Sending and Receiving.
To send an electronic sales invoice
In the Search box, enter Sales Invoices, and then choose the related link.
Create a new sales invoice. For more information, see Invoice Sales Activities.
When the sales invoice is ready to be invoiced, on the Actions tab, in the Posting group, choose Post and Send.
If the customer’s default sending profile is Electronic Document, then it will be shown in the Post and Send Confirmation dialog box and you just have to choose the Yes button to post and send the invoice electronically in the selected format. For more information, see How to: Set Up Document Sending Profiles.
In the Post and Send Confirmation dialog box, choose the AssistEdit button to the right of the Send Document to field.
In the Send Document to dialog box, in the Electronic Document field, choose Through Dolcument Exchange Service.
In the Format field, choose PEPPOL.
Choose the OK button. The Post and Send Confirmation dialog box appears. Electronic Document (PEPPOL) is added to the Send Document to field.
Choose the Yes button.
The sales invoice is posted and sent to the customer as an electronic document in the PEPPOL format.
Note You can also send a posted sales invoice as an electronic document. The procedure is the same as described in this topic for non-posted sales documents. In the Posted Sales Invoice window, on the Actions tab, in the General group, choose Activity Log to view the status of the electronic document. For more information, see Activity Log.
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For more information about how to work with fields and columns, see Working with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |