Automatic transmission of NF-e fiscal documents (Brazil)


Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Use the following procedure to set up email parameters to automatically send a Nota Fiscal eletrĂ´nica (NF-e) to a vendor or customer after the NF-e is approved or canceled, or if you generate a correction letter. You can set up a batch group and email templates for an NF-e. You must create separate email templates for an approved NF-e, a canceled NF-e, and a correction letter. You can then create a batch process to send the NF-e by email. This task uses the BRMF demo company.

  1. Go to System administration > Setup > Batch group.
  2. Click New.
  3. In the Group field, type a value.
  4. In the Description field, type a value.
  5. Click Save.
  6. Close the page.
  7. Go to System administration > Periodic tasks > Email processing > Batch.
  8. Expand the Run in the background section.
  9. Select Yes in the Batch processing field.
  10. In the Batch group field, enter or select a value.
  11. Click Recurrence.
  12. Select the No end date option.
  13. In the Count field, enter a number.
  14. In the Time zone field, select an option.
  15. Click OK.
  16. Click OK.
  17. Go to Organization administration > Setup > Email templates.
  18. Click New.
  19. In the Email ID field, type a value.
  20. In the Sender email field, type a value.
  21. In the Sender name field, type a value.
  22. In the Default language code field, enter or select a value.
  23. In the Lines or header field, select an option.
  24. In the Batch group field, enter or select a value.
  25. In the Email description field, type a value.
  26. In the Lines or header field, select an option.
  27. Click Save.
  28. In the list, mark the selected row.
  29. In the Subject field, type a value.
  30. In the Language field, enter or select a value.
  31. Click Edit.
  32. In the WritableContent field, type a value.
  33. Click OK.
  34. Click Save.
  35. Close the page.
  36. Close the page.
  37. Go to Organization administration > Organizations > Fiscal establishments > Fiscal establishments.
  38. Use the Quick Filter to find records. For example, filter on the Fiscal establishment ID field with a value of 'Matriz'.
  39. Expand the NF-e and NFC-e federal section.
  40. Click Edit.
  41. In the Approved NF-e field, enter or select a value.
  42. Select Yes in the Attach the DANFE as PDF file to email field.
  43. Click Save.
  44. Close the page.