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A country-specific update for Spain: SII addition for issued and received invoices, Intra-community transactions, payments information in Microsoft Dynamics AX 2009 SP1


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Overview

This article includes description of hot fixes and additions which were implemented in Dynamics AX 2009 SP1 after releasing the main SII Register functionality for Spain.

DAXSE title

DAXSE #

Vendor simplified invoices with code F2 are rejected

3842837

SII When posting several invoices from just one order, the base and VAT reported are wrong

3841779

SII When 2 tax codes are applied on the same invoice line, Node ImporteTransmisionSujetoaIVA amount is wrong in SII XML file

3843675

SII Vendor Invoices with Tax Value = 0, are not including details in Node DesgloseFactura in SII register XML file

3842521

SII Spain Export transactions should be reported as SUJETA-EXENTA (to third countries and EU countries)

3841915

SII send invoice in batch mode retrieves an error

3841335

SII Register is including all the vendor payments, not only Special Regimen for Cash accounting transactions

3842520

SII Financial reasons do not appear in sales orders

3843680

SII FechaRegContable is still not right

3844172

SII FechaExpedicionFacturaEmisor , FechaOperacion y FechaRegContable are retrieved from the transaction date

3842456

SII Error Intracommunity Op. SII_Dynamics IDType= 04 in the transactions, the value should be 02. STILL WRONG

3843411

SII Error Intracommunity Op. SII_Dynamics IDType= 04 in the transactions, the value should be 02

3842107

SII Error Intracommunity Op. SII_Dynamics IDType= 04 in the contraparte, the value should be 02 also. STILL WRONG

3843886

SII Equivalence charge code is not reported in XML

3844152

SII Equivalence charge code is included in XML file as a “normal” sales tax code and it reports an error when invoice XML file is sent to Authorities

3840466

(KB #4033894)

SII Customer invoices that are not subject of VAT, are wrong declared if the base amount is zero

3841312

SII CuotaDeducible is wrong when Vendor invoice contains withholding tax

3842468

SII For vendor invoices: PeriodoImpositivo node should be calculated considering transaction/posting date to the authorities and not considering the document date

3843454

For Prorrata and companies with certain activities such as training, healthy,.. The exempt amount must increase the cost because the VAT is not deductible

3843466

customer simplified invoices with code F2 are rejected

3842798

Customer simplified invoices have contraparte section and it is not required

3843681

After installing xpo, the node DesgloseTipoOperacion is empty and we get an error if the transaction is posted in Free text invoice.

3843868

SII BOM item are reported as Services in Customer invoices in SII XML file

3842503

Invoice register add unnecessary VAT detail

3844859

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Hot fixes details

#3842837: Vendor simplified invoices with code F2 are rejected

For Vendor invoices an additional check is added: if NIF is blank then report will include an empty tag. This will cause an analyzable error from the SII system and let user correct the data and re-send the invoice with correct data.

#3842798: Customer simplified invoices with code F2 are rejected

For Customer invoices an additional check is added: if an invoice is “F2” or “F5” type then the following block of fields will not be included into the report:

<sii:ImporteTransmisionSujetoAIVA>10000.00</sii:ImporteTransmisionSujetoAIVA>

<sii:EmitidaPorTerceros>N</sii:EmitidaPorTerceros>

<sii:VariosDestinatarios>N</sii:VariosDestinatarios>

#3843681: Customer simplified invoices have contraparte section and it is not required

For Customer invoice the following algorithm was implemented in regard the <Contraparte> block of fields:

TipoFactura != 'F2' && TipoFactura != 'R5'

block Contraparte OUTPUT, regardless TaxAmount ( =0 or !=0 ) or RegNumber (empty or not empty )

( TipoFactura = 'F2' || TipoFactura = 'R5' ) and TaxAmount != 0

block Contraparte OUTPUT, regardless RegNumber (empty or not empty )

( TipoFactura = 'F2' || TipoFactura = 'R5' ) and TaxAmount = 0 and RegNumber (NIF or ID) != ‘’ (empty)

block Contraparte OUTPUT

( TipoFactura = 'F2' || TipoFactura = 'R5' ) and TaxAmount = 0 and RegNumber (NIF or ID) = ‘’ (empty)

block Contraparte NOT OUTPUT

#3841779: SII When posting several invoices from just one order, the base and VAT reported are wrong

An algorithm of tax base and tax amount calculation in case of several invoices from one order additionally adopted for AX 2009 SP1.

#3843675: SII When 2 tax codes are applied on the same invoice line, Node ImporteTransmisionSujetoaIVA amount is wrong in SII XML file

Calculation for value for <ImporteTransmisionSujetoaIVA> tag was corrected in case of two tax codes applied on the same invoice line.

#3842521: SII Vendor Invoices with Tax Value = 0, are not including details in Node DesgloseFactura in SII register XML file

Vendor Invoices with Tax Value = 0 are included into the report not depending on Negative sales tax percentage parameter.

#3841915: SII Spain Export transactions should be reported as SUJETA-EXENTA (to third countries and EU countries)

An algorithm of identification of a transaction type is updated as follows:

Sujeto - Exempt:

ExemptTax = Yes

Sujeto - NO Exempt:

TaxValue <> 0

and ExemptTax = No

NO Sujeto:

TaxValue = 0 and Exempt = NO

or ( No postings in TaxTrans )

#3841335: SII send invoice in batch mode retrieves an error

Implementation of a batch mode function was corrected.

#3842520: SII Register is including all the vendor payments, not only Special Regimen for Cash accounting transactions

SII Register Add records function is corrected to include vendor payments with Special Regimen for Cash accounting transactions only.

#3843680: SII Financial reasons do not appear in sales orders

A correction implemented to show the Financial reason field in Sales order.

#3843454: SII For vendor invoices: PeriodoImpositivo node should be calculated considering transaction/posting date to the authorities and not considering the document date,

#3844172: SII FechaRegContable is still not right,

#3842456: SII FechaExpedicionFacturaEmisor , FechaOperacion y FechaRegContable are retrieved from the transaction date

An algorithm of identification values of different dates in the report is updated as follows:

Customer invoices:

<PeriodoImpositivo>

<Ejercicio> InvoiceDate (year)

<Periodo> InvoiceDate (month)

</PeriodoImpositivo>

<FechaExpedicionFacturaEmisor> DocumentDate or InvoiceDate (if DocumentDate is empty)

<FechaOperacion> InvoiceDate.

Vendor invoices:

<PeriodoImpositivo>

<Ejercicio> InvoiceDate (year)

<Periodo> InvoiceDate (month)

</PeriodoImpositivo>

<FechaExpedicionFacturaEmisor> DocumentDate or InvoiceDate (if DocumentDate is empty)

<FechaOperacion> DeliveryDate or InvoiceDate (if DeliveryDate is empty)

<FechaRegContable> createdDate

#3842107: SII Error Intracommunity Op. SII_Dynamics IDType= 04 in the transactions, the value should be 02,

#3843411: SII Error Intracommunity Op. SII_Dynamics IDType= 04 in the transactions, the value should be 02. STILL WRONG,

#3843886: SII Error Intracommunity Op. SII_Dynamics IDType= 04 in the contraparte, the value should be 02 also. STILL WRONG

An Customer/Vendor TAX ID identification algorithm is updated as follows:

If “Tax exempt number” value from the invoice header (from invoice journal) is not empty -> IDNumber

If Customer/Vendor Country region type = “Domestic”:

Tag NIF = IDNumber

If Customer/Vendor Country region type = “EU” or “Third country/region”:

Tag NIF = blank

If Customer/Vendor has Registration ID of any type from [ TAXID, Passport, OfficialIdDoc , ResidenceCertificate, OtherIdDoc ] (these match to SII's IDTypes [ "02", "03", "04", "05", "06" ])

Tag IDOtro = { IDType= *corresponding SII's IDType*; ID = IDNumber }

Else

Tag IDOtro = { IDType= 02; ID = IDNumber }

Otherwise -> Registration IDs algorithm (taking into account date effective of RegIDs)

But if ISO code = ES and NIF is blank then IDType= 07

#3844152: SII Equivalence charge code is not reported in XML

#3840466 (KB #4033894): SII Equivalence charge code is included in XML file as a “normal” sales tax code and it reports an error when invoice XML file is sent to Authorities

Reflection of “Equivalence charge” tax transactions is corrected to filled in <CuotaRecargoEquivalencia> and <TipoRecargoEquivalencia> tags with the corresponding values.

#3841312: SII Customer invoices that are not subject of VAT, are wrong declared if the base amount is zero

Invoices with tax base amount = 0.00 and tax amount = 0.00 are included into the report in <NoSujeta> block of fields.

#3842468: SII CuotaDeducible is wrong when Vendor invoice contains withholding tax

Corrected calculation algorithm of values for <CuotaDeducible> tag by excluding tax amount with Negative sales tax percentage Sales tax code.

#3843466: For Prorrata and companies with certain activities such as training, healthy,.. The exempt amount must increase the cost because the VAT is not deductible

Updated algorithm of calculation values for:

CuotaSoportada – non-deductible tax amount is not taken into account.

CuotaDeducible – take into account non-deductible tax amount.

#3843868: After installing xpo, the node DesgloseTipoOperacion is empty and we get an error if the transaction is posted in Free text invoice.

An algorithm of filling in <DesgloseTipoOperacion> tag for invoices posted in Free text invoice additionally adopted for AX 2009 SP1.

#3842503: SII BOM item are reported as Services in Customer invoices in SII XML file

An algorithm of identification of <TipoDesglose> is additionally adopted for AX 2009 SP1.

#3844859: Invoice register add unnecessary VAT detail

The algorithm of invoice reporting is corrected to not include unnecessary VAT details.

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Hotfix information

How to obtain the Microsoft Dynamics AX updates files

This update is available for manual download and installation from the Microsoft Download Center.

Prerequisites

You must have one of the following products installed to apply this hotfix:

  • Microsoft Dynamics AX 2009 SP1

Restart requirement

You must restart the Application Object Server (AOS) service after you apply the hotfix.
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/resources/support/supportinformation/Global+Support+Contacts

Customers
 
In 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.

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Keywords: kbMBSQuickPub, kbsurveynew, kbMBSMigrate, kbMBSPartner, kbQFE, kbnoloc, kbExpertiseAdvanced, kbExpertiseInter, kbExpertiseBeginner

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Article Info
Article ID : 4034212
Revision : 16
Created on : 7/19/2017
Published on : 7/19/2017
Exists online : False
Views : 318