Create Electronic Documents by Using OIOUBL

When you sell goods or services to a customer in the public sector, you must submit documents electronically. In Business Central, 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 Set Up Customers for OIOUBL.

You can create an electronic document after you post the sales or service document. 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 and service credit memos and reminders.

To post a sales invoice

  1. Choose the Search for Page or Report icon, enter Sales Invoices, and then choose the related link.

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

  3. Make sure that the External Document No. field contains the document number that the customer supplied. OIOUBL electronic documents require this number.

    Note

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

  4. On the Invoicing FastTab, fill in the GLN and OIOUBL Account Code fields.

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

  5. Post the invoice.

To create an electronic sales invoice

After you post a document, you can create an electronic invoice in an OIOUBL format. The following steps describe the process for posted sales invoices, but the process is the same for other documents.

  1. Choose the Search for Page or Report icon, enter Posted Sales Invoices, and then choose the related link.
  2. Open the relevant posted sales invoice.
  3. Choose the Create Electronic <document type> action.
  4. Optionally, in the Create Electronic <document type> page, set additional filters, and then choose the OK button.

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

See Also

Denmark Local Functionality
Set Up OIOUBL
Set Up Customers for OIOUBL
OIOUBL Electronic Invoicing Overview