Application / Usage

Working with Electronic Invoices
Sales Documents 
 Sales Orders and Invoices 
 Sales documents such as orders and invoices now have a fact box for the e-invoice conformity check. This informs the user of the following: 
 
 Required fields that are empty 
 Validation warnings 
 Compliance status 
 
 
 
 Common Missing Fields: 
 
 Customer VAT registration numbers 
 Complete billing addresses 
 Valid email addresses 
 Payment method codes 
 
 Posted Sales Invoices 
 In the  Posted Sales Invoices  list, you'll see: 
 New Fields: 
 
 DXP eInvoice Document Sent : Shows if electronic document was sent 
 
 New Actions: 
 
 
 Download DEXPRO eInvoice : Download electronic document 
 Email DEXPRO eInvoice : Send electronic document via email 
 
 Posted Sales Credit Memos 
 Similar functionality available in  Posted Sales Credit Memos : 
 
 Document status tracking 
 Download and email actions 
 
 Service Invoices 
 Electronic invoicing is also available for  Service Invoices  with the same functionality. 
 Document Types and Formats 
 When downloading or emailing documents, you can choose from: 
 
 
 XRechnung XML : Pure XML format compliant with German standards 
 ZUGFeRD PDF : Hybrid PDF with embedded XML data 
 XRechnung XML and Standard PDF : Both formats in a ZIP file 
 
 Sending Documents 
 Manual Sending 
 
 Open any posted sales document 
 Click  Email DEXPRO eInvoice 
 Select the desired format 
 System automatically:
 
 Generates the electronic document 
 Creates email with appropriate template 
 Sends to customer's email address 
 
 
 
 Automatic Processing 
 The system can automatically process documents through the  Document Queue : 
 
 Documents are queued when posted 
 Background processing generates and sends electronic documents 
 Status tracking shows processing progress

Document Management
Document Queue 
 Access via  DEXPRO eInvoice Setup  →  Document Queue 
 
 Columns Displayed: 
 
 Entry No. : Unique identifier 
 Document Type : Type of document (Invoice, Credit Memo, etc.) 
 Document No. : Business Central document number 
 Customer/Vendor No. : Trading partner 
 Status : Current processing status 
 Created Date Time : When queued 
 Sending Profile : Format to be generated 
 
 Actions Available: 
 
 Process : Manually trigger processing 
 Reset Status : Reset failed items 
 Delete : Remove from queue 
 
 Process Log 
 Monitor all system activities via  DEXPRO eInvoice Setup  →  Process Log 
 
 Information Tracked: 
 
 Processing timestamps 
 Success/failure status 
 Error messages 
 Document details