Default Code

Default codes are used for each document type in the output files. The required fields accept only the values that are provided by the tax authorities. Ensure that these codes are properly set up to prevent validation errors.

This table shows the available default codes for Italy SDI Reporting:

Option Notes
Tax Regime Select a Tax Regime code to map the RegimeFiscale field, in case it is not provided in the sales invoice.
Payment Method Select a Payment method code to map the ModalitaPagamento field, in case it is not provided in the sales invoice.
Send Zero-Value Invoices Use this option to manage the generation of output messages for zero-value invoices.

Select Yes to include invoices with a total amount of zero.
Send Self-Billed Invoices Use this option to manage the generation of output messages for self-billed invoices.

Self-billed invoices are issued in cases where the company tax registration number matches the customer's or buyer's tax registration number.

Select Yes to include self-billed invoices.
Add Stamp Duty Detail Use this option to represent bollo or stamp duty as a separate invoice line in the output message.

Select Yes to create a new invoice line for bollo or stamp duty.

Note: Refer to your ERP's documentation to see if this function is supported.
Show CreditMemo Amount Select your preferred display of the credit memo amounts.

Select Positive to display credit memo amounts as positive values.

Select Negative to display credit memo amounts as negative values.
Send Export Invoices Use this option to manage output message generation for export invoices. If the customer’s address is outside of Italy, the invoice is considered an export. If the customer’s address is within Italy, the invoice is considered domestic.

Select Yes to include both domestic and export invoices.

Select No to include domestic invoices only.
Prepayment Setting Select which type of invoice should use TD02 as the TipoDocumento.

Select 1 to set TD02 for final invoice.

Select 2 to set TD02 for prepayment or advance invoices.

Note: The ERP system may use the default value TD02 as a priority or as a fallback.
Seller Details Priority Select the BOD party block to map the supplier (transferor/provider) details in the CedentePrestatore block.

Select Supplier to map details from the Supplier Party.

Select ShipFrom to prioritize mapping from the ShipFrom Party. The system uses the Supplier Party as a fallback.
Buyer Details Priority Select the BOD party block that will be used to map the details of customer (transferee/client) in the CessionarioCommittente block.

Select Customer to map details from the Customer Party.

Select ShipTo to prioritize mapping from the ShipTo Party, with the Customer Party used as fallback.

Select ShipTo to prioritize mapping from the ShipTo Party, with the Customer Party used as fallback.
Show Currency Amount In Select the currency to display the amounts in the output message.

Select EUR currency to report all invoice amounts in Euro. The system provides foreign currency details in the Causale and Descrizione elements.

Select Other currency to retain the amounts in the original currency. If you do not select an option, the system uses this as the default.
Natura Default If the VAT rate is 0.00, you must specify the Natura field in the output. Set the Tax Code translation for Natura in the Tax Reporting Translation Maintenance form.

If you do not configure the translation, use this option to control the default system behavior for mapping Natura.

Select N4 to automatically set the Natura value to N4.

Select Fail to set the invoice status to Failed.
Charge/Discount Block Use the DettaglioLinee/ScontoMaggiorazione block to indicate discounts or surcharges at the invoice line level. Set Tipo to SC for a discount or MG for a surcharge. Alternatively, present discounts and charges as separate invoice lines in the output message.

Use this option to choose how to present charges and discounts on each invoice line.

Select Yes to generate the ScontoMaggiorazione block within the invoice line.

Select No to create a separate invoice line for each charge or allowance. If you do not select an option, the system uses this as the default.

See Charge/Discount Block worked example below.
Multiple Note Elements Use this option to control how many times output elements appear, based on the Note elements you configure in Text maintenance.

Select single or multiple occurrences:

  • Select 1 to map only the Note element with the highest priority to the output element.
  • Select 2 to map multiple Note elements, using Priority to determine the sequence. The mapping behavior depends on the output element:
    • For Causale, map each Note to a separate Causale element.
    • For Descrizione, concatenate all Note elements into a single Descrizione element, separated by semicolons.
    • For AltriDatiGestionali, map each Note to a separate AltriDatiGestionali block. For AltriDatiGestionali, map each Note to a separate AltriDatiGestionali block.
Split Payment By default, the system computes ImportoTotaleDocumento (total document amount) based on the invoice’s transmission format:
  • For FPA12 (Public Administration), the system treats invoices with a 6-digit recipient code as FPA12 and excludes VAT, including only the net amount in the total.
  • For FPR12 (Private Sector), the system treats invoices with a 7-digit recipient code as FPR12 and includes VAT in the total document amount.

When necessary, use this option to include VAT in the total document amount for FPA12 invoices. This option lets you choose whether to include or exclude VAT in the total document amount for invoices with split payment:

  • Select 1 to always include VAT in the total amount for both FPA12 and FPR12 invoices.
  • Select 2 to exclude VAT from the total amount of FPA12 invoices. If you do not select an option, the system uses this as the default.

For both options, the system always includes VAT in FPR12 invoices.

In some cases, you must treat FPR12 invoices with a 7-digit recipient code as FPA12 and exclude VAT from the total document amount. To handle this, configure the 7-digit recipient code under Recipient Code Setup in the Tax Reporting Translation Maintenance form.

See Tax Reporting Translation Maintenance.
Output Delivery Address Use the IndirizzoResa block to specify the delivery address. Include this field only when applicable. Use this option to control whether the system generates the IndirizzoResa block in the output.

Select Yes to generate the IndirizzoResa block in the output when the shipping address differs from the buyer’s address.

Select No to skip the IndirizzoResa block. If you do not select an option, the system uses this as the default.
Special character Validation Non-ASCII or special characters can cause rejection errors during submission. To prevent this, map these characters to acceptable ASCII equivalents using the Tax Reporting Translation Maintenance.

If the system finds a special character and you have not defined a translation, use this option to control the default system behavior:

  • Select Fail to display an error when the system detects special or non-ASCII characters.
  • Select Remove to automatically exclude special or non-ASCII characters from the output.

Charge/Discount Block worked example

If set to No, additional invoice lines are created for each charge and allowance on the invoice. If set to Yes, the existing lines incorporate a pro-rated charge and allowance amount.

Published BOD Output if Charge/Discount Block = No (default) Output if Charge/Discount Block = Yes
Invoice Line 1 Invoice Line 1 Invoice Line 1
Quantity = 0.567 PrezzoUnitario = 1,000 PrezzoUnitario = 1,000
UnitPriceAmount = 1,000 PrezzoTotale = 567 Tipo = MG
ChargeLine.TransactionChargeAmount = 5,670 Importo = ChargeLine.TransactionChargeAmount/Quantita = 10,000
PrezzoTotale = 6,237
Invoice Line 2 Invoice Line 2 Invoice Line 2
Quantity = 0.567 PrezzoUnitario = 1,000 PrezzoUnitario = 1,000
UnitPriceAmount = 1,000 PrezzoTotale = 567 Tipo = SC
AllowanceLine.TransactionAllowanceAmount = 28.35 Importo = AllowanceLine.TransactionAllowanceAmount/Quantita = 50
PrezzoTotale = 538.65
Invoice Line 3
PrezzoUnitario = 5,670
PrezzoTotale = 5,670
Invoice Line 4
TipoCessionePrestazione = SC
PrezzoUnitario = -28.35
PrezzoTotale = -28.35