Mandatory setup on Customer card
There are two mandatory fields that needs to be filled in on the Customer Card:
Set Document Sending Profile > OSPEPPOL
Set Vat Registration no > "xxxxxxxxx" (Norwegian standard; 9 digits, no letters)
Create a new Sales Order or open one you already have
Go to Sales Order > New Document > Sales Order
Your ref is a mandatory field.
Go to “Posting” on the main menu > Post and Send
Click “Ship and Invoice” > OK
A new window will pop up, click YES.
The invoice is now sent as PEPPOL.
Sales Invoice and Sales Credit Memo has the same mandatory field and the same way of sending the document.
How to see if the PEPPOL Sales Invoice status
Posted Sales Invoice and Credit Memo has a status field “Documentation Exchange Status”.
This field is found both on the Document card and in the list of posted Invoice and Credit Memo's.
There are three statuses:
Delivery Failed
Sent
Delivered
If something went wrong during the sending, you’ll see a red text “Delivery Failed” click on the red text to open a dialog box.
Click on the ”Detailed info Available” to download an error log with more detailed information (TXT-file)
If the error is caused by missing setup like Unit codes, Country code etc. you will be able to correct the setup and then resend the document.
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