Update a customer record for electronic invoicing.

Configure the Accounts receivable parameters to start to use the custom ER configurations.

Design the custom ER configurations to generate e-invoices that contain the new tax code.

Refresh the ER metadata to enable database changes for the ER model mapping designer.

Add a custom database field to manage a federal tax identification code for customers.

Add, post, and send a customer invoice by using the standard ER configurations.

Prepare a customer record for electronic invoicing.

Configure the legal entity parameters to invoice customers.

Configure the Accounts receivable parameters to start to use the standard ER configurations.

Import the initial versions of the standard ER configurations that are provided to generate e-invoices.Configure the minimal set of ER parameters that is required to start to use the ER framework.The procedures in this article explain how a user in the System Administrator, Electronic Reporting Developer, or Electronic Reporting Functional Consultant role can perform the following tasks in your Finance instance:

Therefore, you must customize the structure of the invoice that is currently used, by adding a new item that must be filled with the tax code in every e-invoice that is generated. Overviewįor the example in this article, you must specify a federal tax identification code as a new custom attribute of every customer that you electronically invoice. You can use this ER solution to configure your custom ER solution to access your custom database fields and generate e-invoices that are compliant with your specific requirements, without having to edit the source code. In this way, the Microsoft-provided configurations can serve as the ER solution that is used to generate electronic customer invoices (e-invoices). The Electronic reporting (ER) framework lets you upload the ER configurations that Microsoft provides into your Microsoft Dynamics 365 Finance instance.

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