Description of the update for Italian electronic invoices FatturaPA in Dynamics AX

Functionality overview

In order to support legal requirements that are related to Italian eInvoices FatturaPA, the following new functionality and improvements are introduced in Microsoft Dynamics AX:

• New eInvoices parameters in the Accounts Receivable module that can help define different business scenarios and let users define required data for eInvoices (Accounts receivable > Setup > eInvoices – Italy >Electronic invoice parameters)

• A Register for Certificates feature that uses electronic signatures, which are required to use to sign eInvoices (Accounts receivable > Setup > eInvoices – Italy > Electronic invoice digital certificates)

• Functionality to perform electronic singing of eInvoices by using either a Company certificate or User certificate

• An electronic invoices register that lets you review the applied certificate and see useful information about eInvoices (status and so on) and standard invoices (ID number, customer, and so on). This feature also lets you manually create eInvoices, sign them by using an electronic signature, export them a specified folder, and send them to a predefined channel. (Accounts receivable > Periodic > eInvoices - Italy > Electronic invoices)

• Functionality to specify whether eInvoices will be created automatically for particular customers (Accounts receivable > Customers > Edit Customer >Setup; parameter: eInvoice register)

• The ability to create eInvoices automatically when you post a Sales Invoice, FreeText Invoice, Project Invoica, or Credit note (this functionality requires you to configure a batch job for EInvoiceProcessor_IT)

• A Recreation (re-create) eInvoices feature that lets you automate the electronic signing and sending processes of eInvoices if these actions must be repeated for business reasons

• Support for the FatturaPA .xml format
  
  Note XSLT transformation for customer invoices is EInvoiceXSLCustInvoice_IT and XSLT transformation for project invoices is EInvoiceXSLProjInvoice_IT.

Digital certificates

Each FatturaPA file that is transmitted to the Exchange System must be signed by using a qualified signature certificate by the party that is issuing the invoice.

A qualified signature certificate may be obtained from one of the certifiers in the list of authorized certifiers that is published on the DigitPA website.

The current release of Microsoft Dynamics AX supports the XAdES-BES signature format. The implementation of the algorithm makes it possible to distinguish the algorithm itself from the functionality that uses the algorithm. Therefore, Microsoft will provide the infrastructure and ability to implement other algorithms for digital signature by partners or customers, if it is necessary.

To be able to support FatturaPA in Microsoft Dynamics AX, you must perform the following steps:

• Install and configure digital certificates that have private and public keys in Certificate Server to the Personal node on client computers.
  
  Note You can do this by using standard Windows functionality.

• Define Company-level certificates and User-level certificates, as required.
  
  Note The currently available hotfix contains the functionality for valid certificate selection and digital signing of eInvoices.

Hotfix information

A supported hotfix is available from Microsoft. There is a "Hotfix download available" section at the top of this Knowledge Base article. If you are encountering an issue downloading, installing this hotfix, or have other technical support questions, contact your partner or, if enrolled in a support plan directly with Microsoft, you can contact technical support for Microsoft Dynamics and create a new support request. To do this, visit the following Microsoft website:

https://mbs.microsoft.com/support/newstart.aspx You can also contact technical support for Microsoft Dynamics by phone using these links for country specific phone numbers. To do this, visit one of the following Microsoft websites:

Partners

https://mbs.microsoft.com/partnersource/support/Customers

https://mbs.microsoft.com/customersource/support/information/SupportInformation/global_support_contacts_eng.htmIn special cases, charges that are ordinarily incurred for support calls may be canceled if a Technical Support Professional for Microsoft Dynamics and related products determines that a specific update will resolve your problem. The usual support costs will apply to any additional support questions and issues that do not qualify for the specific update in question.