Several improvements have been made for Italian e-invoicing.

Sales deferred invoices (TD24 and TD25)

In certain situations, you can issue a deferred sales invoice called fatturazione differita in Italian. It must usually be issued within the 15th of the month following the shipment or provision of services, as stated in art. 6 and 21 of the Presidential Decree 633/1972. The invoice must be forwarded to the Italian Tax Connector (SdI) with the relevant document types, TD24 and TD25, to backdate the tax date.

These enhancements and modifications have been made:

  • In addition to deferred invoicing in the same tax period, deferred invoicing in the next tax period is now supported in LN CE. The new functionality is also applicable if LN CE is integrated with Infor Localization Services (LSP) and can be used with or without backdating. To enable the functionality, select the Sales Deferred Invoice check box for the tax connector document type in the Tax Connector Document Types (lpita0110m000) session.
  • You can now specify a dedicated transaction type and series for normal invoices and credit notes. We recommend using a different transaction type for these invoices in the VAT book and journal book and optionally including them in a specific VAT book section.
  • If the Sales Deferred Invoice check box is selected for the document type, the tax date is now calculated based on the tax delivery date. In this case, the Tax Date parameter in the Invoicing Parameters is ignored.
  • If multiple billable lines exist with different delivery dates in the same period, the last delivery date is considered for the tax date calculation.
  • The tax period is calculated based on the tax date, but you cannot defer invoicing between years. Consequently, the tax period that is derived from delivery date-functionality cannot be used if the delivery date is in December and the transaction entry date is in January.

    Note: In the billable line, you can manually modify the delivery date.

Installment e-invoices (TD02)

Installment plan functionality, including installment invoices and final invoices, is now supported for the e-invoice integration of LN CE with Infor Localization Service (LSP) and the Italian Tax Connector SdI. You can now generate the correct XML file (FatturaPA) for installment plans, including advance invoices and normal installments.

These enhancements have been made:

  • In the Tax Connector Document Types (lpita0110m000) session, the Default for Installments check box has been added. If this check box is selected, the document type, usually TD02, is automatically applied to all the billable lines that are generated from installment plans and displayed in the Tax Connector Invoice Data (lpita1110m000) session.
  • After performing Undo-Confirm, you can still modify the document type of the automatically generated billable line. This can be useful, for example, if an advance payment (installment) must be composed together with normal billable lines.
  • In the BOD and in the XML file of the invoice, the different prices and amounts are displayed. In the installment invoice, the item description refers to the installment. In the final invoice, the tag <DatiFattureCollegate> is filled with the linked installment invoice number, as required by the Italian authorities. A negative line is added to subtract the installment amount and tax amount.
Note: Guarantee installments and advance payment requests are excluded for this release.

Tax connector data for manual sales invoices

On the References menu of the Manual Sales Invoices (cisli2520m000) and Manual Sales Invoice (cisli2620m000) sessions, you can now click Tax Connector Invoice Data (Default). The tax connector invoice data specified in the Tax Connector Invoice Data (lpita1110mm000) session is applied to the related manual sales invoice lines.

Enhanced defaulting

New defaulting logic based on tax code by country is available for document types. Document types can now be linked to a tax code in the Tax Connector Tax Codes Defaults (lpita0130m000) session, which was previously used only for purchase transactions.

Tax connector data is retrieved from these entities in this order of priority:

  1. Installments: For advance invoice or normal installments, from the Tax Connector Document Types (lpita0110m000) session.
  2. Tax codes: From the Tax Connector Tax Codes Defaults (lpita0130m000) session.
  3. Header: From the object header, currently sales order or manual sales invoice.
  4. Business partner: From the Tax Connector Data by Business Partner (lpita0120m000) session.
  5. If a document type cannot be retrieved from LN CE, this LSP defaulting logic can be used to add TD to the e-invoice XML:
    1. Transaction type translation: A mapped translation in LSP based on the LN transaction type for the sales invoice.
    2. TD01/TD04: Document type TD01 for all sales invoices, and TD04 for all credit notes.

Administrative reference

The tag <RiferimentoAmministrazione> of the Italian e-invoice scheme FatturaPA is now populated by the Reference B field in the Sales Order Header (tdsls4100m000) session, or the Second Reference field from Invoicing, for example the Billable Lines (cisli8110m000) session.