Automatic transmission of NF-e fiscal documents (Brazil)

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

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.