Customer electronic invoices in Norway

This article explains how to set up and process customer electronic invoices in Norway in Microsoft Dynamics 365 Finance.

To comply with European Union Directive 2014/55/EU, Microsoft implemented the Norway-specific EHF Billing 3.0 format for electronic invoices based on the PEPPOL Billing 3.0 specification.

Prerequisites

The primary address of the legal entity must be in Norway.

Import Electronic reporting configurations

In the Electronic reporting workspace, import the following Electronic reporting (ER) formats from the repository:

• OIOUBL Sales invoice
• OIOUBL Project invoice
• OIOUBL Sales credit note
• OIOUBL Project credit note

For more information about how to import ER configurations, see Download Electronic reporting configurations from Lifecycle Services.

Reference the imported ER format configurations

To reference the imported ER format configurations, follow these steps:

1. In Dynamics 365 Finance, go to Accounts receivable > Setup > Accounts receivable parameters.

2. On the Electronic documents tab, in the Electronic reporting section, select the imported formats for electronic documents:

   • Sales and Free text invoice: OIOUBL Sales invoice
   • Sales and Free text credit note: OIOUBL Sales credit note
   • Project invoice: OIOUBL Project invoice
   • Project credit note: OIOUBL Project credit note

Configure parameters

Configure legal entity parameters

To configure legal entity parameters, follow these steps:

1. In Dynamics 365 Finance, go to Organization administration > Organizations > Legal entities.

2. In the Tax registration section, enter the company's value-added tax (VAT) number in the Tax registration number field.

3. In the Registration numbers section, set the Print Foretaksregisteret on sales documents option for Norway to Yes.

4. In the Bank account information section, enter the company's organization number in the Routing number field.

5. Enter the company's bank account number in the Bank account field.

   Note

   You must already set up the company bank account at Cash and bank management > Bank accounts > Bank accounts.

Configure customer parameters

To configure customer parameters, follow these steps:

1. In Dynamics 365 Finance, go to Accounts receivable > Customers > All customers, and select a customer.
2. On the Invoice and delivery FastTab, set the eInvoice option to Yes to enable electronic invoices.
3. Set the eInvoice attachment option to Yes to attach a PDF copy of the printable invoice to the electronic invoice.
4. In the Tax exempt number field, enter the customer's VAT exempt number.

Configure units of measure configuration

To configure units of measure configuration, follow these steps:

1. In Dynamics 365 Finance, go to Organization administration > Setup > Units > Units.
2. Select a unit ID in the list, and then select External codes.
3. On External codes, in the Overview section, enter a code in the Code field that corresponds to the selected unit ID.
4. In the Value section, enter the external code in the Value field that should be used as the units of measure code for international trade. This code is recommended by the United Nations Economic Commission for Europe (UN/ECE).

Sales tax codes transformation

When you generate electronic invoices, the system analyzes the sales tax code rates and transforms them into UNCL5305-compliant categories. The system uses the following logic:

• For all non-zero tax rates, the system uses the S category as a default value. You can use External codes by going to Tax > Sales tax code to enter an explicit Value that represents the external code that should be used as the tax compliant category.
• For all zero tax rates, the system uses either the E category or the Z category, depending on the reporting code that you configure for tax-free sales.

Customer requisition

When you register free text invoices, invoices that are based on sales orders, or project invoices, enter a customer requisition. You can also add an optional customer reference.

Free text invoices

To enter a customer requisition for a free text invoice, follow these steps:

1. In Dynamics 365 Finance, go to Accounts receivable > Invoices > All free text invoices.
2. Create a new invoice, or select an existing invoice.
3. In the Header view, on the Customer FastTab, in the References section, enter values in the Customer requisition and Customer reference fields.

Sales orders

To enter a customer requisition for a sales order, follow these steps:

1. In Dynamics 365 Finance, go to Accounts receivable > Orders > All sales orders.
2. Create a new sales order, or select an existing sales order.
3. In the Header view, on the General FastTab, in the References section, enter values in the Customer requisition and Customer reference fields.

Project invoices

To enter a customer requisition for a project invoice, follow these steps:

1. In Dynamics 365 Finance, go to Project management and accounting > Projects > Project contracts.

2. Create a new project contract, or select an existing project contract.

3. On Funding sources FastTab, select or create a funding source of the Customer type, and then select Details.

   

4. On the Funding source details page, on the Other FastTab, in References section, enter default values for the contract in the Customer requisition and Customer reference fields. Alternatively, enter project-specific values in the corresponding fields on the E-invoice FastTab.

   

5. To enter customer requisition and reference values directly on the project invoice proposal, follow these steps:

   1. Go to Project management and accounting > Projects invoices > Project invoice proposals.
   2. Create a new invoice proposal, or select an existing invoice proposal.
   3. On the Invoice proposal header FastTab, in the e-Invoice section, enter values in Customer requisition and Customer reference fields.

   

Customer accounting code registration

Enter customer accounting codes when you work with free text invoices, invoices that are based on sales orders, or project invoices.

Free text invoices

To enter customer accounting codes for free text invoices, follow these steps:

1. In Dynamics 365 Finance, go to Accounts receivable > Invoices > All free text invoices.

2. Create a new invoice, or select an existing invoice.

3. In the Header view, on the General FastTab, in the e-Invoice section, in the Dimension account field, enter the accounting code for the invoice.

4. To have a separate accounting code for each invoice line, follow these steps:

   1. Set the Line-specific option to Yes.
   2. Switch to the Lines view.
   3. On the Line details FastTab, on the General tab, in the Dimension account field, enter a line-specific accounting code for each invoice line.

   

Sales orders

To enter customer accounting codes for sales orders, follow these steps:

1. In Dynamics 365 Finance, go to Accounts receivable > Orders > All sales orders.

2. Create a new sales order, or select an existing sales order.

3. In the Header view, on the General FastTab, in the e-Invoice section, in the Dimension account field, enter the accounting code for the order.

4. To have a separate accounting code for each order line, follow these steps:

   1. Set the Line-specific option to Yes.
   2. Switch to the Lines view.
   3. On the Line details FastTab, on the General tab, in the Dimension account field, enter a line-specific accounting code for each order line.

Project invoices

To enter customer accounting codes for project invoices, follow these steps:

1. In Dynamics 365 Finance, go to Project management and accounting > Projects > Project contracts.

2. Create a new project contract, or select an existing project contract.

3. On Funding sources FastTab, create or select a funding source of the Customer type, and then select Details.

4. On Funding source details, on the E-invoice FastTab, in the Dimension account field, enter the project-specific default accounting code.

   

5. To enter customer accounting codes directly in project invoice proposals, follow these steps:

   1. Go to Project management and accounting > Projects invoices > Project invoice proposals.
   2. Create a new invoice proposal, or select an existing invoice proposal.
   3. On the Invoice proposal header FastTab, in the e-Invoice section, in the Dimension account field, enter the accounting code.

6. To have a separate accounting code for each transaction line, follow these steps:

   1. Set the Line-specific option to Yes.
   2. On the Invoice proposal transactions FastTab, in the Dimension account field, enter a line-specific accounting code for each transaction line.

   

Export customer electronic invoices

Send e-invoices

When you post an invoice, you can generate an electronic invoice by selecting Send > Original for the selected invoice.

View e-invoices

To view e-invoices, follow these steps:

1. In Dynamics 365 Finance, go to Organization administration > Electronic reporting > Electronic reporting jobs.

2. Select a job, and then select Show files.

   

3. Select Open to download the file that contains the electronic invoice.

If generation of the electronic invoices fails because of errors, select Show log > Message details to view more details about the error message.

Send e-invoices to ER destinations

You can set up ER destinations for electronic invoice formats. In this case, the system automatically sends output XML files that contain electronic invoices to the defined destinations immediately after you post the invoices. When you post the invoices, turn on the Print invoice parameter.

For more information about ER destinations, see Electronic reporting destinations.