Your quick guide NC E-Invoicing - NAVAXYour quick guide NC E-Invoicing (NCEINV1.24) for Microsoft...
Transcript of Your quick guide NC E-Invoicing - NAVAXYour quick guide NC E-Invoicing (NCEINV1.24) for Microsoft...
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Your quick guide NC E-Invoicing (NCEINV1.24) for Microsoft Dynamics NAV 2015*
*NC E-Invoicing 1.24 is available for Microsoft Navision 4.0 SP3, Microsoft Dynamics NAV 5 SP1, Microsoft Dynamics NAV 2009 R2, Microsoft Dynamics NAV 2013,
Microsoft Dynamics NAV 2013 R2 and Microsoft Dynamics NAV 2015.
The ebInterface is consistent with the Austrian XML specification 4p0 and supports the current standard of the Austrian Economic Chambers.
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Discover the Navigation Pane for ebInterface.
The ebInterface screen has all of the information that matters to the e-billing solution of NAVAX. Edit your application,
create new schemas or send the e-documents – all is assigned to one place.
The ebInterface department content area contains all
items for editing the application (Administration >
Webservice; Administration > Setup).
Furthermore it involves menu items for importing the
XML schemas (Lists), define formats (Setup) or sending
Webservice Messages (Lists > Webservice Messages).
TODO
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XML Definition
The XML Definition Setup represents the core structure of your future documents and gives you the possibility to
expand the schemas with further information sources.
Steps for adding XML Schemas:
1.) In the Navigation Pane, choose Departments > XML
Definition > XML Definition.
2.) Import a XML Schema (Sales Invoice, Sales Credit
Memo, Service Invoice, Service Credit Memo).
3.) Open a schema to edit the structure, if you want to
implement further criteria for your documents.
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XML Definition Setup
If you have implemented your schemas, assign them to your used types of documents for your ebInterface part.
Steps for combining the XML Schemas with your
document types:
1.) In the Navigation Pane, choose Departments > XML
Definition > XML Definition Setup.
2.) Assign the schemas to the correct types. Edit the
number series for a correct numbering in the documents.
3.) Set a valid XML file path for saving the XML files.
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Webservice Setup
If you are ready with your configuration, it’s time to activate the USP access for a successful transmission of your
documents.
Steps for setting up the Webservice:
1.) In the navigation pane, click Departments > XML
Definition > Webservice Setup.
2.) In the column “Code”, enter an individual code for
your profile.
3.) In the column “User”, enter the user which you have
received from the Unternehmensserviceportal.
4.) In the column “Password”, enter the password which
you have received from the Unternehmensserviceportal.
5.) Set the “Endpoint URL” for the genuine Webservice.
6.) Select mode “Genuine”, define.all storage locations
and activate the batch processing.
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Discover the Navigation Pane for the document generator.
The document generator screen has all of the information that matters to the customers documents. Edit the
application and send the documents to the customers, all in one screen.
The document generator department content area
contains all items for editing the application
(Administration > Document Generator Setup).
Furthermore it involves menu items for editing basic
settings for Customers or document types (Lists >
Customer/Reminder/etc.).
Before you send your E-Mails to the Customer (menu
item “Document Generator Tasks”), you can add
attachments for several document types in the menu
item “Archive”.
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Document Generator Setup
The XML Definition is also used for your Document Generator. So all you have to do is to edit the Document Generator
Setup for using the Document Generator part.
To edit the Document Generator Setup, follow these
steps:
1.) In the navigation pane, click Departments >
Document Generator > Document Generator Setup.
2.) In FastTab “General”, activate the document
generator and edit settings for Filename, document path
and E-Mail address.
3.) In FastTab “Invoice Default”, “Reminder Default” &
“Credit Memo Default”, edit settings for sender address
and the subject compilation with relevant information.
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Customer Setup
Now it’s time to combine your settings with the customer information.
To use the ebInterface module and the document
generator part, you have to edit the specified fields on
the customer card:
1.) In the navigation pane, click Home > Customers and
and open a customer card.
2.) In FastTab “Invoice”, set the created code from the
ebInterface setup in the field “Web Service Setup Type”.
Set the created code from XML Definition setup in the
field “XML Definition Setup Type”.
3.) Set the Purchasegroup, the Biller ID and set the
Document Export Field on ebinterface.
4.) Set the field Invoice Delivery on E-Mail, Letter or
Letter & E-Mail. Define an E-Mail address in the field
Invoice Delivery E-Mail.
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Payment Methods Setup
Finally choose the correct payment method and edit it for a complete setup of your E-Invoicing Module.
1.) In the navigation pane, click Department >
Administration > Application Setup > Financial
Management > Finance > Payment Methods and choose
an account.
2.) Edit the list and choose in the column “ebInterface
Payment Method” the entry UniversalBankTransaction”.
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Invoice & Order
Now your ebInterface part is prepared for the first cycle of sending an electronic bill.
1.) Create some documents and post the documents.
2.) For ebInterface, change to Departments > XML
Definition > Webservice Messages and send pending
documents over webservice.
3.) You will receive a notification if you had any errors in
your sending process or the process was successful by E-
Mail.
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Invoice & Order
Also your Document Generator part should work without complications.
1.) Create some documents and post the documents.
2.) For document generator, change to
Department > Document Generator > Document
Generator Tasks and send documents via E-Mail.
3.) You will receive a notification if you had any errors in your sending process or the process was successful by E-Mail.
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