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This article provides information that will help you get started with phase one of electronic invoicing for Saudi Arabia in Microsoft Dynamics 365 Finance and Dynamics 365 Supply Chain Management. This article guides you through the configuration steps that are country/region-dependent in Regulatory Configuration Service (RCS). These steps complement the steps that are described in Get started with electronic invoicing.
Prerequisites
Before you complete the steps in this article, the following prerequisites must be met:
- Import the Saudi Arabian electronic invoice (SA) electronic invoicing feature into RCS from the Global repository. For more information, see Import an electronic invoicing feature from the Microsoft configuration provider.
- In Dataverse, configure virtual entities for Finance and Supply Chain Management. For more information, see Configure Dataverse virtual entities.
- Enable the CustomerPaymentMethodEntity virtual entity. For more information, see Enable Microsoft Dataverse virtual entities.
- Add the Dataverse endpoint as a connected application in the RCS instance. For more information, see Create a connected application.
Country/region-specific configuration for the Saudi Arabian electronic invoice (SA) electronic invoicing feature
Before you deploy the application setup to your connected Finance or Supply Chain Management application, complete the following procedure.
This section complements the Country/region-specific configuration of application setup section of the "Get started with electronic invoicing" article.
To configure the Saudi Arabian electronic invoice (SA) electronic invoicing feature, follow these steps.
In RCS, in the Globalization feature workspace, in the Features section, select the Electronic invoicing tile.
On the Electronic invoicing features page, verify that the Saudi Arabian electronic invoice (SA) electronic invoicing feature is selected.
On the Versions tab, verify that the Draft version is selected.
On the Configurations tab, go to Application specific parameters for a selected configuration. In the Lookups section, make sure that the PaymentMethodSubstitutionLookup lookup is selected.
In the Conditions section, select Add to add a condition.
In the Name column for the new condition, select the method of payment that's defined in the application. Then, in the Lookup result column, select a standardized method of payment code according to UN/EDIFACT Code list 4461.
Add specific conditions for each method of payment that's defined in the system, and save your changes.
Note
In the Name column, you can select the *Blank* or *Not blank* placeholder value instead of a specific method of payment.
On the Setups tab, select Edit for the selected configuration.
In the Processing pipeline section, turn on the Export result option for the Transform document action.
Complete, publish, and deploy the Saudi Arabian electronic invoice (SA) feature to the service environment. For more information, see Deploy the electronic invoicing feature to Service environment.
Deploy the Saudi Arabian electronic invoice (SA) feature to the connected application. For more information, see Deploy the electronic invoicing feature to Connected application.