Mandatory B2B eInvoicing in the Italian version of Microsoft Dynamics NAV 2018, NAV 2017, NAV 2016, and NAV 2015

Gilt für: Dynamics NAV 2015Dynamics NAV 2016Dynamics NAV 2017

Overview


Starting January 1st 2019, B2B eInvoicing will be mandatory in Italy. This update provides feature support for this requirement. In Dynamics 2016 and newer versions, we have previously supported B2G eInvoicing by supporting the FatturaPA XML format used by the Italian tax authorities. B2B eInvoicing will use the same format with minor changes that mainly concerns the need to identify whether the received customer is a private or public company. This is identified by a customer in the PA Code field. If this field has a length of 6 characters, the customer is treated as a public company. In all other cases (except blank), it is treated as a private company. This way we can handle the XML format accordingly. For all versions from Dynamics 2015 and up to and including Dynamics 365 Business Central, the user can generate an XML and save it locally and then manually upload it to the Italian tax authorities. For Dynamics NAV 2015 this is the only way of handling B2B eInvoicing. For Dynamics NAV 2016 up to and including Dynamics 365 Business Central, it is also possible to continue using the Document Exchange Framework and send these invoices through TradeShift (which requires an account with TradeShift), who then handles the further communication, document signing, etc. Using TradeShift may come with a cost. Please contact TradeShift regarding this.

This update also adds some setup fields necessary for the feature to work properly.
Additionally, it is now possible to setup the system to validate an invoice pre-posting so it can be exported in FatturaPA format. Please see the Setup and functionality section below.

Reference Information


Reference No.

259342

Product Area

Financial Management

Discovered in

Microsoft Dynamics NAV 2016, 2017, 2018 and Dynamics 365 Business Central

Title

[IT] Mandatory B2B eInvoicing

Released on

Dynamics NAV 2015, 2016, 2017, 2018: September 2018
Dynamics 365 Business Central: October 2018

Important Notice to Customers


We recommend that you contact your Microsoft Dynamics Partner before installing service packs or hotfixes. It is important to verify that your environment is compatible with the service pack(s), hotfix(es), or download(s) being installed. A service pack, hotfix, or download may cause interoperability issues with customizations, and third-party products that work with your Microsoft Dynamics solutions.

Important Notice to Partners


As per the SPA, it is non-compliant for partners to redistribute tax and regulatory updates to ERP customers not enrolled in the Business Ready Enhancement Plan. Partners can verify their customer's status in VOICE. If they're not enrolled, Partners will need to get them current before they can distribute.

Installation


Before this update can be installed, the following prerequisites are required:

  • Microsoft Dynamics 365 Business Central (Fall release 2018 – upgraded automatically)
  • Microsoft Dynamics NAV 2018 Italy
  • Microsoft Dynamics NAV 2017 Italy
  • Microsoft Dynamics NAV 2016 Italy
  • Microsoft Dynamics NAV 2015 Italy

This update is available through:

Installation Steps

For more information about how to install an update rollup, click the following article number to view the article in the Microsoft Knowledge Base:

  • 3021418  - How to Install a Microsoft Dynamics NAV 2015 Cumulative Update
  • 3109325  - How to install a Microsoft Dynamics NAV 2016 Cumulative Update
  • 3204818  - How to install a Microsoft Dynamics NAV 2017 Cumulative Update
  • 4072484  - How to install a Microsoft Dynamics NAV 2018 Cumulative Update

Notes:

  • Existing customizations in objects that are included in this update file may break when you import the regulatory feature.
  • No data upgrade is required before you can use this feature.

Licensing


Refresh your license to access the new objects that are added with this release.

Objects


The following object have been added/modified through this release:

Dynamics NAV 2018

Type

No.

Name

Added/Modified

Codeunit

12179

Export FatturaPA Document

Modified

Codeunit

12180

FatturaPA Sales Validation

Modified

Codeunit

12181

FatturaPA Service Validation

Modified

Page

459

Sales & Receivables Setup

Modified

Page

5919

Service Mgt. Setup

Modified

Table

18

Customer

Modified

Table

311

Sales & Receivables Setup

Modified

Table

5911

Service Mgt. Setup

Modified

 

Dynamics NAV 2016 and 2017

Type

No.

Name

Added/Modified

Codeunit

5980

Service-Post

Modified

Codeunit

12179

Export FatturaPA Document

Modified

Codeunit

12180

FatturaPA Sales Validation

Modified

Codeunit

12181

FatturaPA Service Validation

Modified

Page

459

Sales & Receivables Setup

Modified

Page

5919

Service Mgt. Setup

Modified

Table

18

Customer

Modified

Table

61

Electronic Document Format

Modified

Table

311

Sales & Receivables Setup

Modified

Table

5911

Service Mgt. Setup

Modified

 

Dynamics NAV 2015

Type

No.

Name

Added/Modified

Codeunit

2

Company-Initialize

Modified

Codeunit

80

Sales-Post

Modified

Codeunit

700

Page Management

Modified

Codeunit

701

Data Type Management

Modified

Codeunit

1235

XML Buffer Writer

Added

Codeunit

1239

XML Buffer Reader

Added

Codeunit

5980

Service-Post

Modified

Codeunit

12169

FatturaPA Send

Added

Codeunit

12179

Export FatturaPA Document

Added

Codeunit

12180

FatturaPA Sales Validation

Added

Codeunit

12181

FatturaPA Service Validation

Added

Page

1

Company Information

Modified

Page

4

Payment Terms

Modified

Page

21

Customer Card

Modified

Page

30

Item Card

Modified

Page

42

Sales Order

Modified

Page

43

Sales Invoice

Modified

Page

44

Sales Credit Memo

Modified

Page

132

Posted Sales Invoice

Modified

Page

134

Posted Sales Credit Memo

Modified

Page

143

Posted Sales Invoices

Modified

Page

144

Posted Sales Credit Memos

Modified

Page

363

Electronic Document Format

Added

Page

366

Electronic Document Formats

Added

Page

427

Payment Methods

Modified

Page

459

Sales & Receivables Setup

Modified

Page

700

Error Messages

Modified

Page

5900

Service Order

Modified

Page

5919

Service Mgt. Setup

Modified

Page

5933

Service Invoice

Modified

Page

5935

Service Credit Memo

Modified

Page

5971

Posted Service Credit Memos

Modified

Page

5972

Posted Service Credit Memo

Modified

Page

5977

Posted Service Invoices

Modified

Page

5978

Posted Service Invoice

Modified

Page

6630

Sales Return Order

Modified

Page

12200

Fattura Codes

Added

Table

3

Payment Terms

Modified

Table

18

Customer

Modified

Table

27

Item

Modified

Table

36

Sales Header

Modified

Table

61

Electronic Document Format

Added

Table

62

Record Export Buffer

Added

Table

79

Company Information

Modified

Table

112

Sales Invoice Header

Modified

Table

114

Sales Cr.Memo Header

Modified

Table

289

Payment Method

Modified

Table

311

Sales & Receivables Setup

Modified

Table

700

Error Message

Modified

Table

823

Name/Value Buffer

Modified

Table

1235

XML Buffer

Added

Table

5900

Service Header

Modified

Table

5911

Service Mgt. Setup

Modified

Table

5992

Service Invoice Header

Modified

Table

5994

Service Cr.Memo Header

Modified

Table

12198

Fattura Code

Added

Table

12199

Fattura Project Info

Added

Menu

1030

Dept - Country

Modified

Setup and functionality


​​​​​Electronic Document Formats

(/Departments/Administration/Application Setup/General)

The screenshot of Electronic Document Formats

Code

Description

Usage

Codeunit ID

Codeunit Caption

FATTURAPA

FatturaPA (Fattura elettronica)

Sales Invoice

12179

Export FatturaPA Document

FATTURAPA

FatturaPA (Fattura elettronica)

Sales Credit Memo

12179

Export FatturaPA Document

FATTURAPA

FatturaPA (Fattura elettronica)

Sales Validation

12180

FatturaPA Sales Validation

FATTURAPA

FatturaPA (Fattura elettronica)

Service Invoice

12179

Export FatturaPA Document

FATTURAPA

FatturaPA (Fattura elettronica)

Service Credit Memo

12179

Export FatturaPA Document

FATTURAPA

FatturaPA (Fattura elettronica)

Service Validation

12181

FatturaPA Service Validation

Notes:

  • You can choose any "Code" value (not necessarily "FATTURAPA")
  • It is recommended to have setup both for sales and service even if you don't work with service

Document Sending Profile (Not applicable for Dynamics NAV 2015)

(/Departments/Administration/Application Setup/General)

Is it recommended to have a document sending profile for Fattura PA XML file export. Use "Disk" = "Electronic Document", "Format" = "FATTURAPA" (Fattura PA electronic document format "Code" value – see 8.1) to setup profile for manual export of Fattura PA XML files.

The screenshot of Document Sending Profile

This profile can be used as a default when performing the Post And Send or Send actions.

It also can be setup for a particular customer.

Sales & Receivables Setup

(/Departments/Sales & Marketing/Setup)

There are two new fields under the General FastTab:

  • Fattura PA Electronic Format
    This is a Fattura PA electronic document format code (see 8.1).
  • Validate Document On Posting
    This checkbox enables automatic validation of the necessary fields when posting a sales documents and prevents the user from posting a document having any Fattura PA errors. The default value (after upgrade or for a demo company) is FALSE. It is recommended to enable this checkbox.

The screenshot of Sales & Receivables Setup

Note auto validation is ignored (by passed) in case of customer with blanked «PA Code»

This functionality also applies for Service invoices and you can find the same setup on the Service Setup

For Dynamics NAV 2015 parts of the Document Exchange framework has been implemented, though not enough to use Document Sending but enough to use formatting and generation of XML. Therefore, to generate the XML file on Dynamics 2015 the user must manually export the XML file from the posted invoices.

Support Information


If you are experiencing issues downloading the install file or documentation, please contact ITMBSSUP@microsoft.com.

For technical support questions, contact your partner or, if enrolled in a support plan directly with Microsoft, you can enter a new support request to Microsoft Dynamics® Technical Support from Customer Source or Partner Source under Support >> New Support Request.

You can also contact Microsoft Dynamics® Technical Support by phone using these links for country specific phone numbers.
Partners - Global Support Contacts (requires Partner Source login)
Customers - Global Support Contacts (requires Customer Source login)

Linguistic Quality Feedback


Thank you for taking the time to give us your feedback. It will be used to evaluate the linguistic quality of the translated Dynamics NAV user interface and make improvements if needed.

Please use this feedback link to provide your feedback to the below questions.

Q1: Which language and version of the product are you working on?

Q2: What is your role in your organization / company?

Q3: Is the used terminology correct for your market/locale?

Q4: Please include any other feedback you may have on the linguistic quality of the product.

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