In the invoicing process using Peppol Billing BIS 3.0 for customer electronic invoices in Norway (as described in the Microsoft Learn documentation - https://learn.microsoft.com/en-us/dynamics365/finance/localizations/norway/emea-nor-e-invoices), a PDF copy of the invoice is created as an attachment when the following conditions are met:
- ER configuration is enabled via electronic documents (Accounts receivable parameters > Electronic documents).
- The "eInvoice attachment" option is activated on the customer card.
- The user posts a project invoice or a customer invoice with the "Print" option set to "Yes."
This PDF attachment is automatically generated based on the selected report format—either standard SSRS or Business Documents—and is added to CustInvoiceJour and ProjInvoiceJour. However, the current implementation uses a generic attachment description that is the same for all invoices, regardless of the format applied.
Problem: Since this attachment is embedded in the e-invoice file, a generic description does not provide meaningful or unique identification for attachments. This creates challenges when managing e-invoice files efficiently.
Proposed Solution: To improve usability and traceability, the attachment description should dynamically reflect the naming conventions of the associated business document or SSRS report. Specifically:
- For Business Documents: The attachment description should match the Business Document file name.
- For SSRS reports: The description should follow a custom format incorporating key identifiers, such as the company ID, invoice number, and customer ID.
Examples of File Names for Attachments (AS-IS):
- Customer Invoice:
SalesInvoice.Report.pdf - Free Text Invoice:
FreeTextInvoice.Report.pdf - Collection Letter Note:
CustCollectionJour.Report.pdf - Project Invoice without Billing Rules:
ProjInvoice.Report.pdf - User-Defined Project Invoice:
ProjInvoice.Report.pdf
By implementing this enhancement, the attachment descriptions will become more informative and aligned with the content of the invoice files. This will result in improved efficiency and accuracy in managing e-invoice files, ultimately benefiting users handling large volumes of transactions.