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BCS Itera

Extensions for Microsoft Dynamics 365 Business Central

Finvoice e-Invoicing for Finland – User Guide

Finvoice Sales e-Invoicing functionality in BC enables the following:

e-Invoicing functionality could be also used without Factoring functionality.

In addition, to being able to send an e-invoice to customer, Finnish operator service is required. This solution is ready to use with Finnish operator OWS (www.ows.fi). For message traffic with other Finnish operators, contact your Microsoft Business Central partner or BCS Itera Oy (bcsitera@bcsitera.fi).

Settings

To use the functionality Finvoice Sales e-Invoicing, following setups must be made:

Company Information

Open Company Information and add setup data to Finvoice tab:

Field Value
EDI Code Code provided by operator
Intermediator Code Code provided by operator
Party Identifier Company registration code

No. Series for Transmission No.

Necessary only, if Factoring will be used. Open No. Series and create new series for Factoring transmission numbers.

Standard Text Code

Necessary only, if Factoring will be used. Open Standard Text Codes and create new standard text for Factoring text, to be printed to invoice.

Open Extended Texts for created Standard text and add lines (text is given by Factoring company). Split text to multiple lines. Text length on single line may not exceed more than 70 characters (according to Finvoice standard format). You can add Extended Texts in Finnish and in English.

StandardText

Setup Electronical Document Formats

Open Electronic Document Formats and insert two new Electronical Document Formats (1st for Sales Invoice and 2nd for Sales Credit Memo). Enter the following data:

Field Value
Code Fill in manually
Description Fill in manually
Usage Select Sales Invoice or Sales Credit Memo
Codeunit ID 70404528
Delivery Codeuint ID 70404527

ElecDocFormats

Setup Document Sending Profile

Open Document Sending Profile and create new. Enter the following data:

Field Value
Code Fill in manually
Description Fill in manually
Electronic Document Select Through Document Exchange Service
Format Select created format

Factoring Agreement

Necessary only, if Factoring will be used. Open Factoring Agreements and select New. Enter the following data:

Field Value
No. Factoring agreement No.
Description Fill in manually
Factoring Text on Invoice Select created Standard text Code
Add Factroing Text on Posting No, switch off
Refrence No. Base Reference No. format is provided by Factoring company. Enter base No. and zeros to fill in the given length. For final reference No, invoice No. will be added after the base no.
Factroing Customer No. Create Customer Card for Factoring company
Transmission Nos. Select created No. Series

Setup Customer

For sending e-Invoices to customer setup Customer Card:

Field Value
Document sending profile Select created document sending profile
Factoring agreement No. Select created Factoring agreement. Necessary only, if Factoring will be used.
EDI Code Customer EDI Code
Business Identity Code Customer business registration code
Party Identifier Customers party identifier
Intermediator Code Customers intermediator code (customers operator code)

Setup connection with OWS operator*

Open Finvoice Setup.

Tab OWS Setup

Field Value
OWS Base URL Insert path provided by OWS Oy
OWS User Insert user name provided by OWS Oy
OWS Password Insert password provided by OWS Oy

Finvoicesetup

Use

Create Sales document

Create new sales document for customer (quote, order or invoice).

Sales Quote, Sales Order and Sales Invoice have Finvoice tab. Electronical invoice cuold be sent, if Finvoice field is activated. User can deactivate the field and e-Invoice will not be created.

SalesInv

After posting sales invoice the Finvoice XML-file could be created.

Send Finvoice e-Invoices

To be able to send an e-invoice to customer, Finnish operator service is required. See section Finvoice Setup.

Finvoice e-Invoice files could be send to operator manually or automatically.

Manually

Open Posted Sales Invoice and select Print/Send and Send.

Field Value
Email No
Disc No
Electronic Document Trough Document Exchange Service
Format Select Finvoice format. See chapter Setup Electronical Document Formats.

Automatically

You can set up Job Que for sending e-Invoices automatically.

View/save e-Invoice XML-file

Open Posted Sales Invoice and select Print/Send and Send. On Edit Send Document select:

Field Value
Email No
Disc Electronic Document
Electronic Document No
Format Select Finvoice format. See chapter Setup Electronical Document Formats.

Open or save xml-file to disc.

Create Factoring XML-file

  1. Open Factoring Agreements and select agreement.
  2. Select Create transmission.
  3. Select OK.
  4. Select transmission line and select Send.

For more information and pricing please contact BCS Itera Oy: www.bcsitera.fi