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Connection configuration for Chilean electronic invoicing

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This article explains how to set up Microsoft Dynamics 365 Finance and Regulatory Configuration Service (RCS) to use Chilean electronic invoices formats.

This article provides information that will help you get started with Electronic invoicing for Chile. It guides you through the configuration steps that are country/region-dependent in RCS and in Dynamics 365 Finance or Dynamics 365 Supply Chain Management. These steps complement the steps that are described in Electronic invoicing setup.

Prerequisites

Before you begin the procedures in this article, the following prerequisites must be met:

Country/region-specific configuration for Electronic invoicing for Chile

Some parameters of the Electronic invoicing for Chile feature are published with default values. Before you deploy the electronic invoicing feature to the service environment, review the default values, and update them as required, so that they better reflect your business operations.

  1. Import the latest version of the Electronic invoicing for Chile Globalization feature. For more information, see Import features from the Global repository.

  2. Create a copy of the imported Globalization feature, and select your configuration provider. For more information, see Create a Globalization feature.

    Note

    The Electronic invoicing for Chile feature is provided by Microsoft. The feature is ready to use and requires no additional configuration. For information about how to configure invoicing features if you must apply changes, see Work with feature setups. For example, you can filter specific legal entities so that they're processed in applicability rules. By default, the feature is applicable to all legal entities that have a primary address in Chile.

  3. The copy of the feature is always created as a Draft version. Regardless of whether you made changes, you must complete, publish, and deploy the feature as described in Complete, publish, and deploy a Globalization feature.

Finance configuration

Some parameters must be configured directly in Finance.

  1. Make sure that the country/region-specific ER configurations for the document context and electronic document model mapping that are required for Chile are imported. For more information, see Set up Electronic document parameters.

    Note

    After you import the Electronic invoicing for Chile feature, electronic documents are configured by default. Follow these remaining steps of this procedure if you must make changes.

  2. Go to Organization administration > Setup > Electronic document parameters.

  3. In the Electronic document section, add records for the Customer Invoice journal, Customer packing slip journal, and Project invoice table names.

  4. For each table name, set the Document context and Electronic document model mapping fields in accordance with step 1.

  5. Save your changes, and close the page.

Issue electronic invoices

After you complete all the required configuration steps, you can generate electronic invoices for posted invoices. You can inquire about the results of the submission by going to Organization administration > Periodic > Electronic documents > Electronic document submission log and selecting the required document type.

To download the XML files of electronic invoices for successfully processed invoices, select Electronic document > Download file.

Important

In current implementations, the standard submission procedure described above only generates electronic invoices and stores their XML files on the service side, but it doesn't submit the invoices. For the submission of Chilean electronic invoices, integration with the Electronic Invoicing service ISV last-mile connector is required. However, this connector hasn't been released yet.

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