e-invoicing – PEPPOL

Silicon ioi allows you to automatically generate a sales invoice in UBL PEPPOL BIS 3 format.

This concerns the “ioi Sales Invoice” module.

Electronic invoice generation occurs when:

• The sales journal must be activated for E-Invoicing (for invoices and credit notes).
• The invoice or credit note is in “standby” status.
• The invoice or credit note is accompanied by a PDF report attached to the document itself, entitled “ioi Sales Invoice”.
• If approvals are required for the document, all required approvals must be obtained.

A background job runs every 2 minutes to process all invoices that meet these conditions.

The XML UBL file is linked to the document.

If a document contains a UBL file and is returned to “ready” status, the UBL file will be deleted and regenerated the next time it is returned to “pending” status. A UBL file attached to a “pending” invoice cannot be deleted and will be blocked if a user tries to do so.

Configuration #

In the ioi Sales Journal and Sales Invoices tabs of the Sales Credit Notes sales journal, you must activate the Active UBL PEPPOL BIS 3 parameter.

It is also necessary to define a file mask for the invoice print report, as the PDF must be included in the XML file (Base64).

Here’s the end result when the invoice or credit note is pending (and approved, if applicable):

The XML file is tagged as UBL PEPPOL BIS 3.0.

It is important to note that users cannot delete the UBL-tagged XML file.