Sending documents to Customers

Setting up customers to receive EHF documents

Existing customers

Dynapro Electronic Documents automatically creates a document sending profile for EHF / PEPPOL called EHF. However, you need to select this document sending profile on your customer cards.

To do so:

On the desired customer card, under the General heading, in the Document Sending Profile field, select EHF.

Dynapro Electronic Documents will check whether or not the customer can receive EHF documents via the PEPPOL network. If the customer cannot receive EHF documents, an error will occur preventing the profile from being used.

For help with setting up document sending profiles, see Microsoft’s instructions on how to specify a sending profile on a customer card.

New customers

If you are setting up a new customer, when you enter the customer’s VAT registration number, Dynapro Electronic Documents will determine whether or not the customer can receive EHF documents or not.

To check if a customer is registered to receive EHF documents

On the customer card, under the Address & Contact heading, fill in the Country/Region Code field.
Under the Invoicing heading, enter the customer’s VAT Registration No., then select Enter.
If the VAT registration number is registered to receive EHF documents, a dialog will appear asking if you would like the customer to be billed using e-invoicing. Select Yes. Now, under the General heading, the Document Sending Profile field will display EHF and the customer can receive EHF documents.

Note

You can still use existing profiles that you have created for email and print.

Posted sales invoice

With Dynpro Electronic Documents, you send a posted sales invoice using the standard Business Central actions. When a posted sales invoice is sent, an Electronic Document transaction is created.

On a document that you have sent, you can see the related Electronic Document transactions and their status.

This information is located to the right of a document under the Electronic Documents heading. By selecting the heading you can, for example, cancel transactions and retry completing a transaction.
Alternatively, go to the ribbon at the top of the page, select Navigate, then select Electronic Document Transactions.

Prevent sales invoices from being sent automatically

If you do not want a posted sales invoice that will be created for a sales order to be sent automatically, you can turn off the function for that particular sales order.

To prevent automatic sending:

On the desired sales invoice, turn on the Prevent Automatic Sending action or toggle. If you want to exclude a sales invoice from automatic sending, you can set the Exclude from Automatic Sending field on the payment method. When validating the payment method for a sales order, the system will automatically set the Prevent Automatic Sending field.

Posted sales credit memo

With Dynpro Electronic Documents, you send a posted sales credit memo using the standard Business Central actions. When a posted sales invoice is sent, an Electronic Document transaction is created.

On a document that you have sent, you can see the related electronic document transactions and their status.

This information is located to the right of a document under the Electronic Documents heading. By selecting the heading you can, for example, cancel transactions and retry completing a transaction.
Alternatively, go to the ribbon at the top of the page, select Navigate, then select Electronic Document Transactions.

Prevent sales credit memos from being sent automatically

If you do not want a posted sales credit memo that will be created for a sales credit memo to be sent automatically, you can turn off the function for that particular sales credit memo.