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Automatic transmission of NF-e fiscal documents (Brazil)

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This article describes how to set up email parameters to automatically send a Nota Fiscal eletrônica (NF-e) to a vendor or customer after the NF-e is approved or canceled in Brazil with Microsoft Dynamics 365 Finance.

Use the following procedure to set up email parameters to automatically send an NF-e to a vendor or customer after the NF-e is approved or canceled, or if you generate a correction letter. You can set up a batch group and email templates for an NF-e. You must create separate email templates for an approved NF-e, a canceled NF-e, and a correction letter. You can then create a batch process to send the NF-e by email.

This task uses the BRMF demo company.

To set up email parameters to automatically send an NF-e to a vendor or customer after the NF-e is approved or canceled, follow these steps.

  1. In Dynamics 365 Finance, go to System administration > Setup > Batch group.
  2. Select New.
  3. In the Group field, enter a value.
  4. In the Description field, enter a value.
  5. Select Save.
  6. Close the page.
  7. Go to System administration > Periodic tasks > Email processing > Batch.
  8. Expand the Run in the background section.
  9. In the Batch processing field, select Yes.
  10. In the Batch group field, enter or select a value.
  11. Select Recurrence.
  12. Select the No end date option.
  13. In the Count field, enter a number.
  14. In the Time zone field, select an option.
  15. Select OK.
  16. Select OK.
  17. Go to Organization administration > Setup > Email templates.
  18. Select New.
  19. In the Email ID field, enter a value.
  20. In the Sender email field, enter a value.
  21. In the Sender name field, enter a value.
  22. In the Default language code field, enter or select a value.
  23. In the Lines or header field, select an option.
  24. In the Batch group field, enter or select a value.
  25. In the Email description field, enter a value.
  26. In the Lines or header field, select an option.
  27. Select Save.
  28. In the list, mark the selected row.
  29. In the Subject field, enter a value.
  30. In the Language field, enter or select a value.
  31. Select Edit.
  32. In the WritableContent field, enter a value.
  33. Select OK.
  34. Select Save.
  35. Close the page.
  36. Go to Organization administration > Organizations > Fiscal establishments > Fiscal establishments.
  37. Use the Quick Filter to find records. For example, filter on the Fiscal establishment ID field with a value of "Matriz".
  38. Expand the NF-e and NFC-e federal section.
  39. Select Edit.
  40. In the Approved NF-e field, enter or select a value.
  41. In the Attach the DANFE as PDF file to email field, select Yes.
  42. Select Save.
  43. Close the page.
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