Create and post a customer invoice for a public sector customer

This procedure walks you through creating and posting a sales order invoice for a customer using OIOUBL electronic invoicing.

It was created using the demo data company USMF with a legal entity primary address in Denmark.

This is the fifth procedure out of six illustrating end to end process of generating e-invoices using electronic reporting configurations. It is based on OIOUBL e-invoice example which is common for Denmark, Austria and Norway. In order to find minor differences for other country/region specific e-Invoice implementations, like Spanish or Italian, please refer to available WIKI articles.

Before you can complete this procedure, you must complete the following procedures: 'Import OIOUBL electronic invoicing electronic reporting configurations', 'Set up OIOUBL electronic invoicing' and 'Set up a customer account for OIOUBL electronic invoicing'.

Create a sales order

1. Go to Accounts receivable > Orders > All sales orders.
2. Click New.
3. In the Customer account field, enter or select a value.
   • Select a customer that is enabled for electronic invoicing.
4. Click OK.
5. Select a sales order header view.
6. In the Contact field, enter or select a value.
7. In the Customer requisition field, type a value.
8. In the Customer reference field, type a value.
9. Expand the Setup section.
10. Select a sales order line view.
11. In the Item number field, enter or select a value.
    • You may use an item number 'D0001'.
12. Click Save.

Post an invoice for a sales order

1. On the Action Pane, click Invoice.
2. Click Invoice.
3. Expand the Parameters section.
4. In the Quantity field, select 'All'.
5. Click OK.
6. Click OK.

Generate OIOUBL electronic invoice

1. Click Invoice.
2. On the Action Pane, click Invoice.
3. Click Send.
4. Click Original.

View an OIOUBL electronic invoice

1. Go to Organization administration > Electronic reporting > Electronic reporting jobs.
2. Click Show files.
3. Click Open.