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Electronic invoices in the Peppol 3.0 format.​

General description​

It’s more and more common to use electronic invoices and currently we offer two solutions for receiving electronic invoices in the Peppol 3.0 format. This section describes how to use and receive e-invoices in Peppol format through ExFlow by using D365FO standard functionality with your own Peppol broker. To read about ExFlow document integration module that handles incoming and outgoing invoices in Peppol format using our Broker, see below link:

https://docs.exflow.cloud/finance-operations/docs/user-manual/document-integration/peppol-service

Prerequisites​

D365FO standard functionality for Electronic invoices needs to be set up and configured. Note: this doesn’t apply to use ExFlow Document Integration (e-Invoicing), Peppol Service.

https://learn.microsoft.com/en-us/dynamics365/finance/localizations/global/e-invoicing-set-up-parameters

Application requirements​

The Invoice XML files should be imported to D365FO and pending invoice fully created.

Setup Import method​

To be able to import the invoices to ExFlow an Import method for Peppol needs to be setup to handle the incoming invoices.

Navigate to ExFlow | Setup | Import methods

  • Select New and choose "Microsoft electronic invoice" as Import method.

For more detailed description on how to create an import method see below link: https://docs.exflow.cloud/finance-operations/docs/user-manual/import-methods/setup-import-methods

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Setup Peppol format – EHF 3.0​

See below section for description on how to set up the Peppol format.

https://docs.exflow.cloud/finance-operations/docs/user-manual/import-methods/setup-import-methods#setup-peppol-format---ehf-30

Company identifiers​

See below section on how to set up Company identifiers.

https://docs.exflow.cloud/finance-operations/docs/user-manual/import-methods/setup-import-methods#company-identifiers

Electronic reporting source​

Don´t forget to set up SharePoint folders and make the setup in Electronic reporting source under Organization administration in standard Dynamics.

Process​

Import invoices by batch​

To import the electronic invoices into ExFlow you need to setup the batch job for "Import invoice files (Multiple methods) navigate to

ExFlow | Periodic tasks | Import | Integrations | Import invoice files (Multiple methods)

Please note: It’s recommended to set up this process to run in batch. When below job has been run you can now import and handle your invoices as usual from the import form, navigate to;

ExFlow | Invoices | Import forms | Import form All

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