Italian Electronic Invoicing for Dynamics 365 Finance & Operations
The Italian electronic invoicing obligation, in force since 01/01/2019 also for transactions between private parties (B2B and B2C) in addition to the Public Administration, requires documents to be exchanged exclusively in electronic format through the Sistema di Interscambio (SdI).
The Italian Electronic Invoicing app extends Microsoft Dynamics 365 Finance & Operations with the complete management of Italian electronic invoicing, directly from the ERP system. The app relies on an accredited intermediary, partner of Memento, for the interface with the Sistema di Interscambio through:
A connector between the ERP system and the intermediary's systems.
The use of the intermediary's systems for the communication with the SdI and for the legally compliant preservation of the documents.
Digital preservation
All the active and passive electronic invoicing flows, including the notifications routed through the Sistema di Interscambio by means of the provider's accredited channel, are preserved in a legally compliant way.
Security and data processing
Customer data never transits through servers or IT infrastructures owned by Memento: the connection is established directly between the customer's environment, the systems of the partner company acting as intermediary and the SdI.
The communication with the preservation and document exchange provider takes place through web service calls generated by Finance & Operations, sending and receiving XML files according to the official technical specifications. The files are digitally signed on the preservation system before being sent to the SdI.
All the intermediary's systems used for the services described are certified as required by the current regulations, in particular regarding the AgID certification and the privacy and GDPR regulations.
Management portal
The intermediary responsible for the preservation and document exchange system provides a web portal where it is possible to:
Manually upload, send and download the documents transited on the systems.
Monitor the status of the documents.
Structure of the manual
- Getting started: the steps to complete to start using the app.
- Electronic documents parameters: the complete reference of the configuration parameters of the app.
- Standard data setup: the configurations to be performed on standard Finance & Operations entities.
- Line mapping: the rules for the automatic creation of purchase documents.
- Sales: sending and managing the outcomes of sales documents.
- Purchases: receiving and processing purchase documents.
- Self invoices and reverse charge: sending purchase documents subject to integration.
- Monitoring and automation: communication log, history and batch jobs.
- FAQ: answers to frequently asked questions.
- Changelog: release history.