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This article provides information on how to work with the German localization of the E-Document framework.
E-Documents framework setup
Learn more in Set up e-documents, which provides information about setting up the E-Documents framework.
Set up local formats
Note
Starting with version 26.3, the E-Document framework for the German localization supports all formats available in Germany: XRechnung (UBL only), Peppol BIS 3, and ZUGFeRD.
To set up the format for the E-Document service, perform the following steps:
- Choose the
icon, enter E-Document Services, and then select the related link. The E-Document Services page displays. - Select the New action. On the General FastTab, in the Document Format field, choose PEPPOL BIS 3.0 DE, XRechnung, or ZUGFeRD.
- Configure the fields as described in Set up e-documents.
- Close the page.
Use buyer reference on the E-invoice
The buyer reference (Leitweg-ID) that's sent on the e-invoice is resolved automatically. Business Central uses the first value it finds, in this priority order:
- The Buyer Reference field on the sales or service document.
- The E-Invoice Routing No. field on the bill-to customer's card.
- The Your Reference field on the sales or service document.
You can require that a buyer reference is always provided. Follow these steps:
- Select the icon, enter E-Document Services, and then select the related link. The E-Document Services page displays.
- On the Exporting FastTab, select the Buyer Reference Mandatory field to specify whether the buyer reference is mandatory for the document.
- Close the page.
If none of the three values resolves to a valid buyer reference and Buyer Reference Mandatory is turned on, you can't post or send the document until you enter a value.
Work with E-invoices
Purchase process
Learn more in Use e-documents in the purchase process, which provides information about the E-Documents framework in purchase processes.
To receive all three supported file formats, you must create a separate E-Document Service for each format and specify the desired format in the Document Format field. The process of receiving and creating e-documents is fully automated and requires no manual intervention. This includes ZUGFeRD, which is a PDF/A-3 format—Business Central automatically extracts the embedded XML file and processes it as a new e-document.
Note
Automated e-document creation doesn't imply automatic creation of purchase invoices. To enable this process, proper configuration is required, or, in the case of purchase orders, you must use purchase order matching.
Sales process
Learn more in Use e-documents in the sales process, which provides information about the E-Documents framework in sales processes.
Because there are three available file formats, you must decide whether to use one or multiple formats based on your sales process. You can define different workflows and specify the file format for each. Each Document Sending Profile supports only one file format, so you can't assign multiple formats to a single customer.