Electronic invoicing for Singapore

This article helps you get started with electronic invoicing for Singapore. Set up the system to generate, submit, and receive electronic invoices in the Singaporean extension of the PEPPOL International (PINT) format in Microsoft Dynamics 365 Finance by using the last mile connector.

Prerequisites

Before you start, make sure these prerequisites are in place:

• The company is a registered taxpayer in Singapore.

• The company has a signed agreement with the electronic document delivery service provider that supports document interchange in the PEPPOL (PINT) format.

• Register the following profile ID for Microsoft Dynamics 365 Finance electronic document interchange:

  • urn:peppol:bis:billing – Use this profile to interchange documents in PEPPOL (PINT) format.

• Get the credentials from the service provider to integrate the Electronic Invoicing service with the Electronic Invoicing service independent software vendor (ISV) last-mile connector.

  Note

  This implementation assumes Edicom is the Electronic Invoicing ISV last-mile connection service provider. For more information, see Edicom integration with Microsoft Dynamics 365.

• Learn about Electronic Invoicing in the Electronic Invoicing service overview and Electronic invoicing components.

• Complete the common Electronic Invoicing service configuration in Electronic invoicing configuration.

Create the Azure Key Vault configuration

Create an Azure Key Vault to store required company secrets. For more information, see Configure Azure resources for Electronic invoicing.

Add the following element to the key vault:

• Add the secret for the token that authorizes access to Edicom services. Obtain it from Edicom as described in the prerequisites.

Set up electronic invoicing Key Vault parameters

Set up electronic invoicing Key Vault parameters.

1. Go to Organization administration > Setup > Electronic document parameters.

2. On the Electronic invoicing tab, in Key Vault settings, in Key Vault, select the key vault reference you created earlier.

3. In SAS token secret, select the storage account secret URL used to authenticate access to the storage account.

4. Select Key Vault parameters.

5. On the Key Vault parameters page, in Certificates, select Add and create an element of the appropriate type for each secret described earlier.

   • Add the token element of type Secret.

Import the electronic invoicing feature

1. Go to Globalization Studio and select the Electronic invoicing tile. Import the latest version of the Singaporean electronic invoice (SG) globalization feature as described in Import features from the repository.

2. In the Electronic reporting workspace, on the Reporting configurations tile, confirm that the following Electronic reporting configurations are imported as a result of the Singaporean electronic invoice (SG) globalization feature import.

   • Invoice model
   • Invoice model mapping
   • PINT Sales e-invoice
   • PINT Sales e-credit note
   • PINT Project e-invoice
   • PINT Project e-credit note
   • Customer invoice context model
   • Response message model
   • Edicom Response Processing
   • Error log import Json

   Note

   If the configurations aren't imported, import them manually as described in Import Electronic reporting (ER) configurations from Dataverse.

3. In the Electronic reporting workspace, on the Reporting configurations tile, import the latest versions of the following Electronic reporting configurations to receive incoming vendor invoices.

   • Vendor invoice import
   • Vendor invoice Mapping to destination
   • Import invoice context model

Configure the electronic invoicing feature

The Singaporean electronic invoice (SG) feature publishes some parameters with default values. Before you deploy the feature, review the default values and update them so they reflect your business operations.

Review and update the Singaporean electronic invoice (SG) feature configuration:

1. Go to Globalization Studio and select the Electronic invoicing tile. Import the globalization feature as described in Import features from the repository.

2. Copy the imported Singaporean electronic invoice (SG) globalization feature and select your configuration provider, as described in Create a Globalization feature.

3. On the Versions tab, check that the Draft version is selected.

4. On the Feature parameters tab, specify these required Edicom connection and integration parameters:

   • Service ID – Use the service ID (Domain) number from Edicom to identify the company.
   • Group – Use the group code for internal routing within the Edicom infrastructure.
   • Destination – Construct the destination by appending _EDIWIN to the service ID number. For example, if the service ID number is 123456, enter 123456_EDIWIN.
   • Token – Select the name of the token you created earlier.

   

5. Each copy starts as a Draft version. Complete and deploy the feature as described in Complete and deploy a Globalization feature.

Configure electronic document parameters

1. Go to Organization administration > Setup > Electronic document parameters.
2. On the Electronic document tab, add records for the Customer Invoice journal and Project invoice tables.
3. For each table name, set the Document context and Electronic document model mapping fields as described in Set up electronic invoicing parameters.

1. On the Integration channels tab, in the Channels section, select Add to create a new channel.
2. In the Channel field, enter EdiStatus. Enter the value exactly as shown. The system uses it to submit outgoing electronic invoices.
3. In the Company field, select the legal entity.
4. In the Document context field, select the Data channel context mapping from the Customer invoice context model configuration.
5. In the Channel type field, select Export.
6. In the Channels section, select Add to create another channel.
7. In the Channel field, enter EdiImport. Enter the value exactly as shown. The system uses it to import incoming electronic invoices.
8. In the Company field, select a required legal entity.
9. In the Document context field, select the Data channel context mapping from the Import invoice context model configuration.
10. In the Channel type field, select Import.
11. In the Import sources section, select Add to create an import source.
12. In the Name field, enter ResponseXml. Enter the value exactly as shown.
13. In the Data entity name field, select the Vendor invoice header entity.
14. In the Model mapping field, select the Import vendor invoice mapping from the Vendor invoice import configuration.
15. Select Save, and then close the page.

Set up registration numbers

If these registration types and categories already exist, skip this procedure.

Set up UEN number

To set up the Unique Entity Number (UEN) registration number, see UEN of the business user.

Set up GST number

To set up the Goods and Services Tax (GST) registration number, see GST Registration Number of the business user.

Set up address structure

Set up the postal address structure.

1. Go to Organization administration > Global address book > Addresses > Address setup.

2. Ensure the following required elements are configured.

   • Country code
   • Postal code
   • Street

Configure legal entity data

Enter the address

Add the primary address.

1. Go to Organization administration > Organizations > Legal entities, and select a legal entity.
2. On the Addresses FastTab, add the primary address for the legal entity.

Seller identification

Add the registration numbers.

1. Go to Organization administration > Organizations > Legal entities.

2. On the Action Pane, select Registration IDs.

3. On the Registration ID FastTab, select Add, set Registration type to the Unique Entity Number (UEN) type you created earlier, and enter the UEN value in Registration number.

4. Select Add, set Registration type to the Goods and Services Tax (GST) type you created earlier, and enter the GST value in Registration number.

   The system puts the UEN number in the Invoice\cac:AccountingSupplierParty\cac:Party\cbc:EndpointID element and the GST number in the Invoice\cac:AccountingSupplierParty\cac:Party\cac:PartyTaxScheme\cbc:CompanyID element in the generated electronic invoice XML file. These values act as the seller's identification during submission.

Configure customer data

Enter the address

To enter the address, follow these steps.

1. Go to Accounts receivable > Customers > All customers.
2. Select a customer.
3. On the Addresses FastTab, add a valid address for the selected customer.

Buyer identification

To enter the registration numbers, follow these steps.

1. Go to Accounts receivable > Customers > All customers.

2. On the Action Pane, on the Customer tab, in the Registration group, select Registration IDs.

3. On the Registration ID FastTab, select Add to create a registration ID.

4. In the Registration type field, select the Unique Entity Number (UEN) registration type that you created earlier.

5. In the Registration number field, enter a valid BRN registration number for the selected customer.

6. Select Add to create another registration ID, if necessary.

7. In the Registration type field, select the Goods and Services Tax (GST) registration type that you created earlier.

8. In the Registration number field, enter a valid SST registration number for the selected customer.

   The UEN number is entered in the Invoice\cac:AccountingCustomerParty\cac:Party\cbc:EndpointID element and the GST number is entered in the Invoice\cac:AccountingCustomerParty\cac:Party\cac:PartyTaxScheme\cbc:CompanyID element in the electronic invoice XML file that is generated. It's used as the buyer's identification during the submission process.

Configure identification schemas

Follow these steps only if you need to redefine the default identification schemas for sellers or buyers.

Configure electronic document properties

Set up electronic document properties.

1. Go to Accounts receivable > Setup > Electronic document property types, and select New.

2. In the Type field, enter CompanyEndpointType. Enter the value exactly as shown. It's used for the Seller identification schema definition.

3. Select Applicability to add an applicable table.

4. On the Electronic document property type applicability setup page, in the Table name field, select Legal entities.

5. Save your changes and return to the Electronic document property types page.

6. Select New to create another electronic document property type.

7. In the Type field, enter CustomerEndpointType. Enter the value exactly as shown. It's used for the Buyer identification schema definition.

8. Select Applicability to add an applicable table.

9. On the Electronic document property type applicability setup page, in the Table name field, select Customers.

10. Save your changes, and return to the Electronic document property types page.

11. Save your changes, and close the page.

    

Enter the seller schema code

To enter the Seller schema code, follow these steps.

1. Go to Organization administration > Organizations > Legal entities and select a legal entity.
2. Select Electronic document properties from the Action Pane.
3. In the Value column, enter the required seller schema code.

Enter the buyer schema codes

To enter the Buyer schema codes, follow these steps.

1. Go to Accounts receivable > Customers > All customers.
2. Select a specific customer in the list, and then, on the Action Pane, on the Customer tab, in the Properties group, select Electronic document properties.
3. In the Value column, enter the required buyer schema code.

Set up units of measure

Set up units of measure.

1. Go to Organization administration > Setup > Units > Units.

2. Select a unit ID, then select External codes.

3. On the External codes page, in Overview, in the Code column, enter the unit ID.

4. In the Standard code column, select the checkbox.

5. In the Value section, in the Value field, enter the external code from the UNECE Recommendation 20 code list.

   Note

   If no specific unit of measure applies, the system uses the default value EA.

Configure sales tax codes

1. Go to Tax > Indirect taxes > Sales tax > Sales tax codes.
2. Select a sales tax code. On the Action Pane, on the Sales tax code tab, in the Sales tax code group, select External codes.
3. In the Overview section, create a line for the selected unit. In the External code field, enter the sales tax code from step 2.
4. In the Value section, in the Value field, enter an external code that matches one of the Singapore-specific Duty or tax or fee category codes.

Issue electronic invoices

After you complete the required configuration steps, generate and submit electronic invoices for posted invoices: go to Organization administration > Periodic > Electronic documents > Submit electronic documents. Learn more in Submit electronic documents.

Follow these steps to submit the generated electronic invoices.

1. In the Feature management workspace, confirm that the Export channels for electronic invoicing integration feature is enabled. Learn more in Feature management overview.
2. Go to Organization administration > Periodic > Electronic documents > Run submission process in export channels.
3. In the Channel field, select the export channel you created, and then select OK.

Check the submission results at Organization administration > Periodic > Electronic documents > Electronic document submission log. Learn more in Work with Electronic document submission log.

Receive incoming electronic invoices

Set more parameters in Microsoft Dynamics 365 Finance to import incoming invoices.

Configure these master data types to match incoming electronic invoices:

• vendors
• products
• units

Follow the steps in Import vendor electronic invoices, starting at Configure vendor data.

Receive electronic invoices

After you complete the configuration, receive incoming electronic invoices in the PEPPOL format.

Receive electronic invoices:

1. Go to Organization administration > Periodic > Electronic documents > Receive electronic documents.
2. Select OK, and then close the page.

View receipt logs for processed electronic invoices: go to Organization administration > Periodic > Electronic documents > Electronic document receipt log.

View successfully received invoices: go to Accounts payable > Invoices > Pending vendor invoices.

More information

• Electronic invoicing coverage by country and region