How to: Create Electronic Documents by Using OIOUBL

  • Article

When you sell goods or services to a customer in the public sector, you must submit documents electronically. In Microsoft Dynamics NAV, you can create electronic documents for invoices, credit memos, reminders, and finance charge memos. Before you can create the electronic documents, you must have set up file locations and information about the customers. For more information, see How to: Set Up OIOUBL and How to: Set Up Customers for OIOUBL.

Creating Electronic Documents

Electronic documents can only be created after a document has been posted or issued. The following sections describe how to post a sales invoice with the required information and then create an electronic sales invoice, but the same procedure applies to sales credit memos, reminders, finance charge memos, service invoices, and service credit memos.

To post a sales invoice

  1. In the Search box, enter Sales Invoices, and then choose the related link.

  2. Open the sales invoice that you want to post.

  3. On the General FastTab, make sure that the External Document No. field contains the document number that the customer supplied.

    Important

    This is required if you want to create an electronic invoice.

    For service documents, you must fill in the Your Reference field on the General FastTab.

  4. On the Invoicing FastTab, make sure that the following fields have values:

    • EAN No.

    • Account Code

    • Payment Channel

    For reminders and finance charge memos, the fields are on the Posting FastTab.

  5. Post the invoice.

To create an electronic sales invoice

  1. In the Search box, enter Posted Sales Invoices, and then choose the related link.

  2. Open the relevant posted sales invoice.

  3. On the Actions tab, in the Functions group, choose Create Electronic Invoice.

  4. Optionally, in the Create Electronic Invoices window, set additional filters, and then choose the OK button.

An XML file is created and stored at the location that was defined in the Sales & Receivables Setup window. You can now submit the document to the customer.

See Also

Tasks

How to: Set Up OIOUBL
How to: Set Up Customers for OIOUBL

Reference

Create Electronic Invoices
Create Electronic Credit Memos
Create Electronic Reminders
Create Elec. Fin. Chrg. Memos
Create Elec. Service Invoices
Create Elec. Service Cr. Memos

Concepts

OIOUBL Electronic Invoicing Overview