Information that is included in electronic invoices

An electronic invoice includes the following details:

• The name, address, contact information and GSTIN numbers of the organization (seller) and a customer (buyer)
• The invoice number, the date, and the document type
• Details of goods and services for each item sold:
• Serial number of the item
• Indication whether it is a service supply
• SAC \ HSN code
• Quantity, unit of measure and unit price
• GST rate
• Applied charges or discounts
• Totals for invoice line
• The document total details containing itemization of invoice totals

Configuring system to use electronic invoicing

Please complete the below procedures to set up the system to use electronic invoicing for India.

Set up unit of measure

You need to repeat that for all units of measure that you use in electronic invoices to match allowed external codes.

1. Go to Organization administration > Setup >  Units > Units.
2. Select one of units, eg. "ea" unit and click External codes.
3. Enter Code (eg. EInv_IN) and External code definition
   
   Note: Code will be used across all units of measure to identify master data set of units of measure codes accepted by electronic invoicing.
4. Select your created electronic invoicing unit external code (eg."Einv_IN") and enter the Value (eg. "NOS") in the bottom grid of the form

Set up electronic invoice parameters

Go to Accounts receivable > Setup > eInvoices > Electronic invoices parameters (India), fill in the following parameters:

Set up HSN codes and products

The below procedures illustrate only the process of setting up a HSN code and assigning it to the product.

Define HSN code

1. Go to General ledger > Setup > Tax > India > HSN codes.
2. Create a record.
3. In the Chapter field, enter a value.
4. In the Heading field, enter a value.
5. In the Subheading field, enter a value.
6. In the Country/region extension field, enter a value.
7. In the Statistical suffix field, enter a value.
8. Save the record, and verify that the HSN code field is updated.
9. In the Description field, enter a value.
10. Select Close.

Assign HSN codes to products

1. Go to Product information management > Products > Released products.
2. Select a product, and then select Edit.
3. On the General FastTab, if the product type is Item, select a value in the HSN code field.

Set up tax registration numbers

Details how to setup GSTIN master data can be found in https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/ind-set-up-tax-registration-numbers. The below procedure illustrates only simplified process of setting up registration numbers for use in electronic invoicing.

1. Go to General ledger > Setup > Enterprise tax registration numbers
2. Crate a new record
3. Select Tax type = GST and Registration number type = Company
4. Enter the Registration number and save the data
5. Crate a new record
6. Select Tax type = GST and Registration number type = Customer
7. Enter the Registration number and save the data

Set up your legal entity

1.       Go to Organization administration > Setup > Organization > Legal entities

2.       Expand the Addresses tab and use button Add to create new or Edit already existing primary address

3.       Enter or update ZIP, Street, City, District, State and County

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Note: Please note that States should have State codes assigned in Organization administration > Setup > Addresses > Address setup > State/province tab.

4.       In Edit addresses form expand Tax information fast tab

5.       Use Add to set Name or description (eg. “GST”) and select previously created Company registration number in GSTIN/GDI/UID field

6.       Close the Tax information and Address form

7.       Expand Contact information fast tab in Legal entities form to add Primary phone and Primary email

Set up your customers

Open the customer master from Accounts receivable > Common > Customers > All customers to enter or edit information required for electronic invoicing.

Set up tax information

1.       Expand the Addresses tab for a selected customer account and use button Add to create new or Edit already existing primary address

2.       Enter or update ZIP, Street, City, District, State and County

Note: Please note that States should have State codes assigned in Organization administration > Setup > Addresses > Address setup > State/province tab.

3.       In Edit addresses form expand Tax information fast tab

4.       Use Add to set Name or description (eg. “GST”) and select previously created customer registration number in GSTIN/GDI/UID field

5.       Close the Tax information and Address form

Set up contact information

1. Use Contacts button to either edit existing or create a new customer contact
2. In Sales demographics tab of Customer master, select existing Primary contact
3. Expand Contact information fast tab in Customers form to add Primary phone and Primary email

Enable customer for electronic invoicing

1. Expand Invoice and delivery fast tab in Customers form
2. Check the eInvoice checkbox for a customer

Note: If this option is set to Yes, the system will be marking invoices posted for this customer account as ready for electronic invoice processing.

Working with electronic invoices

When you post an invoice for e-invoice enabled customer from a sales order, Free text invoice or Project invoice proposal, the electronic invoice will be created. You get information in notification center that Electronic invoice [……..] has been created.

The central place to work all electronic invoices is Accounts receivable > Periodic > eInvoices > Electronic invoices (India). Review Details tab to see all the information which will be populated at different stages of electronic invoice processing.

Source invoice opens an invoice journal for the invoice used as base for electronic invoice. Upon electronic invoice registration, among other information you get the IRN and QR code that can be printed in Tax invoice and Debit\Credit reports available in the Sales or Project invoice journals:

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Register electronic invoice

You must have at least one electronic invoice with status Created or Sending error to register invoices at IRP.

1. Go to Accounts receivable > Periodic > eInvoices > Electronic invoices (India) and select one or multiple invoices to be sent for registration at IRP
2. Click Send button
3. You can use Send electronic invoices form and query to change selection criteria for invoices to send.

Note: You can use Batch tab to define recurrence and register posted invoices without user interaction.

Cancel electronic invoice

You may cancel invoice previously registered at IRP. You must have at least one electronic invoice with status Sent or Canceling error to cancel invoices at IRP.

1. Go to Accounts receivable > Periodic > eInvoices > Electronic invoices (India) and select one or multiple invoices to be cancelled at IRP
2. Click Cancel button
3. You can use Send electronic invoices form and query to change selection criteria for invoices to send.

Note: You can use Batch tab to define recurrence and register posted invoices without user interaction.

Adding a field to JSON electronic invoice

This topic is addressed to users customizing the JSON electronic invoice to include additional information, in necessary. It is provided only as guidance and illustration for a person possessing required skills to customize the product using X++.

1. Identify the contract which corresponds to the JSON part you are going to modify. Einvoice contract classes have the following name pattern Einvoice*Contract_IN. For example:
• EInvoiceSupplierInformationContract_IN (with 2 descendants for customer and project invoices: EInvoiceSupplierInfoCustInvContract_IN and EInvoiceSupplierInfoProjInvContract_IN)
• EInvoiceBuyerInformationContract_IN with 2 descendants for customer and project invoices: EInvoiceBuyerInfoCustInvoiceContract_IN and EInvoiceBuyerInfoProjInvoiceContract_IN)
2. Add a method to the parent abstract class which will return the needed data. In case data is extracted differently for customer and project invoices, override this method in each descendant and provide the necessary implementation. Otherwise, method can be added to the abstract parent class only.
3. Identify the class responsible for JSON generation. Such classes have the following name pattern "Einvoice*Details_IN" and implement ITaxEngineJsonSerializable interface. For example:
• EInvoiceSellerDetails_IN
• EInvoiceBuyerDetails_IN
4. Add a variable to the class declaration corresponding to the parameter you are going to add to the JSON file.
5. Add a parm- method for this variable.
   
6. Modify getJsonAttributes method correspondingly by adding the newly created parm- method to the end of the list returned by the getJsonAttributes  method. Also, in the getJsonAttributes you will have to add the attribute name - just the same as should be written in JSON file.
   
7. In the EInvoiceCreateOutputFile_IN class locate the method responsible for creating a JSON part which you are changing. For example:
• insertSeller
• insertBuyer
8. Add a line to this method in order to add new data to the JSON. For example

Q: Can I specify additional criteria to be considered when selecting invoices for electronic processing, either to register or cancel invoice?

You can review and modify queries used for invoice after using Send or Cancel function in Accounts receivable > Periodic > eInvoices > Electronic invoices (India). Button Select opens system query form to setup additional or modify existing query criteria.

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Q: Where can I find detailed information what went wrong for an invoice which was not successfully registered?

You can review received error code end message in Accounts receivable > Periodic > eInvoices > Electronic invoices (India).

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Q: What is not is cope of electronic invoice solution for India?

• Digital signature by seller
• Generation of IRN
• ISD Invoice
• AP e-Invoice import

Q: What are the supported formats of electronic invoice for India?

The export of electronic invoice can be done in JSON format that containing all required fields defined in technical specification. If there is another format or you need to add extra information to the electronic invoice message, it is to be done as customization. Please refer to Adding a field to JSON electronic invoice section of this article, for more details how to extend the supported JSON format.

Q: What are the supported integrations for Indian electronic invoice registration?

The supported out of the box integration is to IRP directly. Any other integration, for example with any GSP of your choice, is to be custom built by your ISV or implementation partner.

Note: Integration through GSP is not supported by Microsoft natively.