Overview

This service enables the submission of Factur-X invoices in PDF/A-3 format. To support this process, complete these steps:

  1. Include the IDM Retrieve parameters in the Invoice BOD.
  2. Enable IDM Outbound and IDM Retrieve:
    • IDM Outbound enables LSP to submit the generated Factur-X XML document to IDM.
    • IDM Retrieve enables LSP to retrieve the PDF/A-3 document from IDM. See the Infor Document Management (IDM) section under Connectivity.
  3. Configure the ERP system to consume the Factur-X XML document stored in IDM and generate the PDF/A-3 document.
  4. Configure the ERP system to send the generated PDF/A-3 document back to IDM.
  5. LSP retrieves the PDF/A-3 document through IDM Retrieve and submits it to the destination.
Note: If any step in this process fails, LSP generates and submits a standard Cross Industry Invoice (CII) document instead of a Factur-X PDF/A-3 document.
Message generation Connectivity ERP feedback IDM
Automatic + Timed ✔ ✔ ✔

See Automatic message generation and Timed Jobs.

These documents are only supported through LSP Direct:

  • FR e-Invoicing CII
  • FR Lifecycle (CDAR)