(NOR) Generate an EHF electronic document for a collection letter

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012

Follow the steps in this topic to post collection letters and generate XML files. Microsoft Dynamics AX processes the XML files and creates Elektronisk HandelsFormat (EHF) files in the shared folder that you specified for the EInvoiceFileTransform_OIOUBL batch job task for the batch job.

Note

This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 4 for AX 2012.

The following illustration shows how to generate an EHF electronic document for a collection letter. The numbers correspond to the procedures later in this topic.

Generate an EHF electronic invoice

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Related setup tasks

Configure EHF electronic invoicing. For more information, see (NOR) Configure EHF electronic invoicing.

Create collection letter sequences. For more information, see Set up a collection letter sequence.

Create collection letters for customers for whom you select the eInvoice check box in the Customers form. For more information, see Create collection letters.

1. Post a collection letter for a public sector organization

Use the Print/post collection letters form to post a collection letter and generate an XML file. Microsoft Dynamics AX processes the XML file and creates an EHF file. You can send the EHF file to the Norwegian public sector customer electronically.

To post a collection letter for a public sector organization, follow these steps:

  1. Click Accounts receivable > Periodic > Collections > Print/post collection letters.

  2. Select a collection letter that you created for a customer for whom you selected the eInvoice check box in the Customers form.

  3. Click Post to open the Post collection letter note form.

  4. In the Billing classification field, select the billing classification to post the transactions for.

    Note

    This control is available only if the Public Sector configuration key is selected.

  5. Select the Include transactions without a billing classification check box to post the transactions that do not have a billing classification assigned to them.

    Note

    This control is available only if the Public Sector configuration key is selected.

  6. In the Posting date field, select the posting date for the collection letter.

  7. Click OK to post the collection letter and generate an XML file. Microsoft Dynamics AX processes the XML file and creates an EHF file.

  8. In the Print/post collection letters form, click Send electronically to send the EHF file to the customer electronically.

    Note

    The Send electronically button is available only if you select a collection letter that has a status of Posted.

(NOR) EHF electronic documents