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Hello,
I am trying to work out the configurations needed to configure free text invoices. The article as per the link below suggested the following:
However, after importing them, it appears to be tailored to french requirements.
Can anybody confirm the exact configurations/version numbers needed for UK free text invoices?
Thank you.
did you check print management setup ?
Navigate to any customer > Options> Print management > Select Free text invoice report > Right click New (If not there ) > in drop down for report check which format is mapped
Hi DynamicsHampshire,
You refer to the electronic reporting business documents, right?
Why do you have the impression that they are not tailored for UK?
Can you share some additional insights/screenprints?
Many thanks,
Ludwig
Hi Ludwig,
Thanks for tyring to help. The ER free text invoice template specifies SEPA payments while in the UK, we pay via BACs (so bank account and sort code vis. IBAN and swift code). Plus, under UK law, we need to have the companies house registration no. on the invoice. Obviously, these changes can be made but I wanted to check if there is anythign specific for the UK available.
Regards,
Did you use these configurations:
https://gfeaxblog.wordpress.com/2020/04/07/msdyn365fscm-get-started-with-electronic-reporting/ ?
Also, below you may find some useful information for ER:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-business-document-management
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-parse-incoming-documents?toc=/dynamics365/finance/toc.json
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/electronic-reporting-configuration
Best regards,
Florentina
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