Your quick guide NC E-Invoicing (NCEINV1.24) for Microsoft Dynamics NAV 2015*

*NC E-Invoicing 1.24 is available for Microsoft Navision 4.0 SP3, Microsoft Dynamics NAV 5 SP1, Microsoft Dynamics NAV 2009 R2, Microsoft Dynamics NAV 2013,

Microsoft Dynamics NAV 2013 R2 and Microsoft Dynamics NAV 2015.

The ebInterface is consistent with the Austrian XML specification 4p0 and supports the current standard of the Austrian Economic Chambers.

Discover the Navigation Pane for ebInterface.

The ebInterface screen has all of the information that matters to the e-billing solution of NAVAX. Edit your application,

create new schemas or send the e-documents – all is assigned to one place.

The ebInterface department content area contains all

items for editing the application (Administration >

Webservice; Administration > Setup).

Furthermore it involves menu items for importing the

XML schemas (Lists), define formats (Setup) or sending

Webservice Messages (Lists > Webservice Messages).

TODO

XML Definition

The XML Definition Setup represents the core structure of your future documents and gives you the possibility to

expand the schemas with further information sources.

Steps for adding XML Schemas:

1.) In the Navigation Pane, choose Departments > XML

Definition > XML Definition.

2.) Import a XML Schema (Sales Invoice, Sales Credit

Memo, Service Invoice, Service Credit Memo).

3.) Open a schema to edit the structure, if you want to

implement further criteria for your documents.

XML Definition Setup

If you have implemented your schemas, assign them to your used types of documents for your ebInterface part.

Steps for combining the XML Schemas with your

document types:

1.) In the Navigation Pane, choose Departments > XML

Definition > XML Definition Setup.

2.) Assign the schemas to the correct types. Edit the

number series for a correct numbering in the documents.

3.) Set a valid XML file path for saving the XML files.

Webservice Setup

If you are ready with your configuration, it’s time to activate the USP access for a successful transmission of your

documents.

Steps for setting up the Webservice:

1.) In the navigation pane, click Departments > XML

Definition > Webservice Setup.

2.) In the column “Code”, enter an individual code for

your profile.

3.) In the column “User”, enter the user which you have

received from the Unternehmensserviceportal.

4.) In the column “Password”, enter the password which

you have received from the Unternehmensserviceportal.

5.) Set the “Endpoint URL” for the genuine Webservice.

6.) Select mode “Genuine”, define.all storage locations

and activate the batch processing.

Discover the Navigation Pane for the document generator.

The document generator screen has all of the information that matters to the customers documents. Edit the

application and send the documents to the customers, all in one screen.

The document generator department content area

contains all items for editing the application

(Administration > Document Generator Setup).

Furthermore it involves menu items for editing basic

settings for Customers or document types (Lists >

Customer/Reminder/etc.).

Before you send your E-Mails to the Customer (menu

item “Document Generator Tasks”), you can add

attachments for several document types in the menu

item “Archive”.

Document Generator Setup

The XML Definition is also used for your Document Generator. So all you have to do is to edit the Document Generator

Setup for using the Document Generator part.

To edit the Document Generator Setup, follow these

steps:

1.) In the navigation pane, click Departments >

Document Generator > Document Generator Setup.

2.) In FastTab “General”, activate the document

generator and edit settings for Filename, document path

and E-Mail address.

3.) In FastTab “Invoice Default”, “Reminder Default” &

“Credit Memo Default”, edit settings for sender address

and the subject compilation with relevant information.

Customer Setup

Now it’s time to combine your settings with the customer information.

To use the ebInterface module and the document

generator part, you have to edit the specified fields on

the customer card:

1.) In the navigation pane, click Home > Customers and

and open a customer card.

2.) In FastTab “Invoice”, set the created code from the

ebInterface setup in the field “Web Service Setup Type”.

Set the created code from XML Definition setup in the

field “XML Definition Setup Type”.

3.) Set the Purchasegroup, the Biller ID and set the

Document Export Field on ebinterface.

4.) Set the field Invoice Delivery on E-Mail, Letter or

Letter & E-Mail. Define an E-Mail address in the field

Invoice Delivery E-Mail.

Payment Methods Setup

Finally choose the correct payment method and edit it for a complete setup of your E-Invoicing Module.

1.) In the navigation pane, click Department >

Administration > Application Setup > Financial

Management > Finance > Payment Methods and choose

an account.

2.) Edit the list and choose in the column “ebInterface

Payment Method” the entry UniversalBankTransaction”.

Invoice & Order

Now your ebInterface part is prepared for the first cycle of sending an electronic bill.

1.) Create some documents and post the documents.

2.) For ebInterface, change to Departments > XML

Definition > Webservice Messages and send pending

documents over webservice.

3.) You will receive a notification if you had any errors in

your sending process or the process was successful by E-

Mail.

Invoice & Order

Also your Document Generator part should work without complications.

1.) Create some documents and post the documents.

2.) For document generator, change to

Department > Document Generator > Document

Generator Tasks and send documents via E-Mail.

3.) You will receive a notification if you had any errors in your sending process or the process was successful by E-Mail.

For more add-ons visit http://www.navax.com/addons_en

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