Getting started

Prerequisites

Ensure you have read Solution overview. This gives you a high level description of the services together with a quick start guide to help you get started.

You must first setup and configure all master data before submitting transactions from your ERP:

  • Default Code and Default Code Purchases. See Default Code
  • ID Startpoint. See Administration > System Setup > ID Startpoint in Infor Localization Services Platform Configuration and Administration Guide

See Settings.

FatturaPA

FatturaPA supports the submission of invoices for domestic and cross-border transactions, including both sales, purchases, and self-invoicing transactions. Sales invoices are managed through FatturaPA 1.2.3, while purchase transactions are handled with FatturaPA 1.2.3 Imports.

For Autofattura or self-invoicing transactions, you can generate the output message using these approaches:

  • Publish a Sales Invoice with a reference to a previously published Supplier Invoice. The SyncInvoice BOD must be published using SubInvoiceType equal to TD17, TD19, TD20, TD28, or TD29.
  • Alternatively, you can generate this using a Sales Invoice that includes a Supplier Switch block. The invoice must have a SubInvoiceType equal to TD16, TD17, TD19, TD20, TD21, TD22, TD23, TD26, TD27, TD28, or TD29, and must publish the supplier switch details in the UserArea section of the SyncInvoice BOD.
Note: 
  • To generate the output message for FatturaPA 1.2.3 Imports, the SyncSupplier Invoice BOD must have a SubInvoiceType equal to TD16, TD17, TD18, TD19, TD20, TD21, TD22, TD23, TD28, or TD29.
  • For Autofattura using a Supplier Invoice, the Sales Invoice must include a Document Reference that links to a corresponding Supplier Invoice stored in the database. Start by publishing a Supplier Invoice with a SubInvoiceType that is not equal to TD16, TD17, TD18, TD19, TD20, TD21, TD22, TD23, TD28, or TD29. This invoice will serve as a reference for the Sales Invoice, for mapping the correct seller information to the CedentePrestatore block.

    To generate the output message for Autofattura, publish a Sales Invoice that includes a Document Reference ID matching the DocumentID of the referenced Supplier Invoice.

  • For Autofattura using a Sales Invoice with Supplier Switch, refer to your ERP documentation to see if this function is supported.

BOD processing

You can set an element on the invoice BODs that will exclude certain sales invoices from being processed. Refer to your ERP documentation to see if this function is supported.