Set Up the OIOUBL Extension for Electronic Invoicing | Microsoft Docs

You must define a location for storing Offentlig Information Online UBL (OIOUBL) files when you create electronic documents such as invoices or credit memos. You must also define payment methods, payment terms, and item charges, and you must set up relevant customers for OIOUBL.

About OIOUBL Profiles

OIOUBL profiles are adaptations of business processes for various types of transactions, and differ depending on the types and contents of the documents that are exchanged. In Denmark, the two profiles that are required are the Simpel fakturaproces (Procurement-OrdSim-BilSim-1.0) and Billing Basic (urn:www.nesubl.eu:profiles:profile5:ver2.0) profiles. The Billing Basic profile is based on the Northern European Subset (NES). Your customer must be able to receive documents in one of these profiles. If you are not sure, ask your customer about the profile they require. For more information, see the entry on OIOUBL profiles in the frequently asked questions section at Digitaliseringsstyrelsen.

The default profile for all customers is the Simpel fakturaproces profile, which is chosen on the Sales & Receivables Setup page. You specify the profile for a specific customer on the Customer card. If you want to use the Billing Basic profile you will need to add it. To do so, on the Sales & Receivables Setup page, choose the button in the Default Profile Code field, and then choose New. Enter a name for the code, and then in the Profile field, enter urn:www.nesubl.eu:profiles:profile5:ver2.0. You can then choose the profile either as the default profile, or for one or more customers.

To set up payment terms

If you set up payment terms for customers, the electronic documents will include discounts you give for early payments.

  1. Choose the Search for Page or Report icon, enter Payment Terms, and then choose the related link.
  2. In the OIOXML Code field, choose a code for each payment term that you will use for electronic invoices.

To set up customers for OIOUBL

You can use the Offentlig kunde (OIOXML) customer template to apply standard settings for OIOUBL to a new customer, or the Apply Template function to apply the settings in the template to an existing customer. The following steps describe how to manually complete the required fields for OIOUBL.

  1. Choose the Search for Page or Report icon, enter Customers, and then choose the related link.
  2. Open the customer that you want to enable for OIOUBL.
  3. Enter the customer's address. Make sure that you specify a country/region code, and the contact information for the sell-to contact.
  4. In the Document Sending Profile field, choose the OIOUBL profile.

  5. On the Invoicing FastTab, fill in the fields as described in the following table.

    TIP

    To display all of the fields, you might need to choose the Show more for the Invoicing FastTab.

    Field Description
    GLN Enter the Global Location Number for the customer.
    Account Code Enter the account code for the customer.

    Customers in the public sector provide an account code when they place an order or requisition. Based on the value of this field, the account code is included in the OIOUBL documents that you create in Business Central . In accordance with Lov om Offentlige Betalinger and related statutes, the customer is entitled to withhold payment until they receive an invoice with the relevant account code.
    Profile Code Specifies the profile that this customer requires for electronic documents if this is different from the default profile that you specified on the Sales & Receivables Setup page.
    Profile Code Required Specifies if this customer requires a profile code for electronic documents.

    Tip
    If the Profile Code Required field is selected, you cannot post a sales document for this customer unless you have specified a profile.

  6. In the Payment Terms field, choose the terms under which you expect the customer to pay.

For more information about how to set up a customer, see Register New Customers.

To set up item charges

  1. Choose the Search for Page or Report icon, enter Item Charges, and then choose the related link.
  2. For each item charge, in the Charge Category field, select a category.

Finally, you must specify EAN numbers and account codes for the relevant customers. For more information, see Set Up Customers for OIOUBL.

See Also

Denmark Local Functionality
OIOUBL Electronic Invoicing Overview
Set Up Customers for OIOUBL


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