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
- Go to Accounts receivable > Orders > All sales orders.
- Click New.
- In the Customer account field, enter or select a value.
- Select a customer that is enabled for electronic invoicing.
- Click OK.
- Select a sales order header view.
- In the Contact field, enter or select a value.
- In the Customer requisition field, type a value.
- In the Customer reference field, type a value.
- Expand the Setup section.
- Select a sales order line view.
- In the Item number field, enter or select a value.
- You may use an item number 'D0001'.
- Click Save.
Post an invoice for a sales order
- On the Action Pane, click Invoice.
- Click Invoice.
- Expand the Parameters section.
- In the Quantity field, select 'All'.
- Click OK.
- Click OK.
Generate OIOUBL electronic invoice
- Click Invoice.
- On the Action Pane, click Invoice.
- Click Send.
- Click Original.
View an OIOUBL electronic invoice
- Go to Organization administration > Electronic reporting > Electronic reporting jobs.
- Click Show files.
- Click Open.
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