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Proposal:

Introduce a new feature allowing businesses to seamlessly include business documents as embedded attachments within e-Invoice files.


Current behavior:

When activating "eInvoice attachment" for a customer in D365FO, a copy of the invoice layout in PDF format from SSRS is embedded in the e-invoice file. However, there is an issue when using business documents instead of SSRS, as attaching the invoice file in PDF format is inaccurately executed.


<cbc:EmbeddedDocumentBinaryObject mimeCode="application/pdf" filename="FreeTextInvoice.Report.pdf">JVBERi0xLjcNCjIgMC</cbc:EmbeddedDocumentBinaryObject>


Proposed Solution:

Upon activating "eInvoice attachment" on the customer card, the system will use the Report format specified in the print management setup and ER destination setup. It will convert the document into PDF, if "Convert to pdf" is activated on Electronic reporting destination, attach it to the invoice journal, and seamlessly embed it in the e-invoice file as an embedded document. This enhancement allows customers to include business documents designed in Excel or Word as attachments to e-Invoices, providing a more versatile and accurate solution.

STATUS DETAILS
New

Comments

A

Business Documents can be embedded in the e-invoice file for Project invoices, Sales invoices, and Collection letters. This can be achieved by adding a PDF converter in the ER configuration for the Business Document and enabling “eInvoice attachment” on the customer card.If you find this useful, please consider voting for the following idea to help improve the standard functionality—especially around invoice attachment naming and duplication handling:https://experience.dynamics.com/ideas/idea/?ideaid=3235be56-512b-f011-9d48-7c1e52960760

Category: Globalization - Regulatory features

A

Instead of a PDF, a zip file is attached.

Category: Globalization - Regulatory features

A

A no brainer

Category: Globalization - Regulatory features

A

e-invoicing is becoming mandatory for more and more countries so this would be very useful

Category: Globalization - Regulatory features