Direct electronic sales invoicing

Electronic invoice applications must include vendor inbox to customer inbox and must be able to upload a copy of the e-invoices to a government portal. Both parties must use the same software or standard format to exchange electronic messages. Alternatively, they can both use a third-party service provider, or the vendor can send the e-invoice to the customer through a government or tax authority portal.

Reliable audit trails for paper and electronic invoices are required for authenticity of origin, integrity of content, and legibility of invoices.

New Zealand specifics

The New Zealand and Australian governments have committed to a joint approach to e-Invoicing and announced their intention to adopt the Pan European Public Procurement Online (Peppol) interoperability framework.

The Invoicing Business Process Specifications are based on OASIS UBL 2.2 billing process and currently includes support for the Invoice and Application Response documents.

How Infor meets this requirement

When you specify the required invoice data and release the billing invoice, FSM_ION_SyncInvoice_Outbound BOD is transmitted to Infor LSP. A corresponding record is created for the invoice that is generated in Infor LSP.

When the billing invoice is released to the government portal, the data is validated and a response is sent to LSP. The invoice data is received in the FSM_ION_ProcessInvoice_In. The lcl.Status is displayed. If the registered status is displayed in the ProcessInvoice_In BOD, then the invoice is released in FSM.

These prerequisites must be set up:
  1. Create and activate the FSM_ION_ProcessInvoice_Inbound in Channels Administrator in ION Channels.
  2. Select the Process Invoice BOD check box in Billing Company.

See eInvoicing Requirement.

New Zealand – Electronic Sales Invoicing subscription is a requirement.

For New Zealand, the PEPPOL invoice format is supported.

Use this Localization Services Platform (LSP) setup to test this requirement:
  • Create AE and PEPPOL registration.
  • Complete Gateway Connectivity setup.
Field Test setup
Default E-invoice Type PEPPOL Access Point
Tax Code Translation 1%LAND or 15%GST
Payment Method Translation CHK

See Infor Localization Services Platform User Guide.

This list shows the scenarios that are included:
  • Direct Billing Invoice - Invoice Type
  • Direct Billing Invoice - Credit Memo
  • Customer Order (CO) based Invoice - Invoice
  • Customer Order (CO) Return

The Receivable Invoice - Invoice and Credit Note scenario is not included.