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(DNK) Create and post a customer invoice for a public sector customer

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the Sales order and Posting invoice forms to create and post a sales order invoice and to generate the invoice as an .xml file. The .xml file is then converted to the Offentlig Information Online Universal Business Language (OIOUBL) format. You can generate electronic invoices for customers for whom you have specified a European Article Numbering (EAN) number in the EAN field and selected the eInvoice check box in the Customers form.

  1. Click Sales and marketing > Common > Sales orders > All sales orders.

  2. Double-click a sales order or click Sales order to create a sales order

  3. On the Action Pane, click Header view.

  4. Click the General FastTab, and then in the Contact field, select a contact person.

  5. In the Customer requisition and Customer reference fields, enter the customer requisition number and customer reference number.

  6. Click the Setup FastTab, and then in the Dimension account field, enter a dimension account number for the sales order header.

    –or–

    Click the Setup FastTab, select the Line-specific check box to specify dimension accounts for each sales order line. On the Action Pane, click Line view, and then click the Line details FastTab. Click the Setup tab, and then in the Dimension account field, enter a dimension account number.

  7. On the Action Pane, click the Invoice tab, and then click Invoice.

  8. In the Posting invoice form, select the Posting and Print invoice check boxes.

  9. Click Printer setup > Invoice.

  10. In the Print destination settings form, select the required print options for the invoice, and then click OK.

  11. In the Posting invoice form, click OK to post the sales order invoice and generate the .xml file. The .xml file is converted to the OIOUBL format.

  12. Close the forms.

When the batch job for electronic sales invoices is processed, invoices for customers who have an EAN number assigned are generated as .xml files, and then converted to the OIOUBL format. The resulting OIOUBL files are created in the shared folder that is specified for the EInvoiceFileTransform_OIOUBL batch job task for the sales order batch job.

See also

(DNK) Set up batch processing for OIOUBL electronic invoicing

Sales posting (form)