What's new in E-Documents

00:14:56
https://www.youtube.com/watch?v=hba7KVWrIwY

Summary

TLDR本次活动介绍了2024年Wave 2版本中电子文档的新功能，主要集中在电子发票的合规性和新集成服务。演示展示了如何设置Avalara集成，发送和接收电子文档的流程。新版本提供了默认端点、Avalara集成、附件编码功能以及改进的搜索功能，旨在提高用户体验和合规性。

Takeaways

  • 📄 电子文档是交换电子文件的中心枢纽
  • 🔄 主要关注电子发票的合规性
  • 🔧 新增Avalara集成服务
  • 📈 改进了搜索功能
  • 📩 支持发送和接收电子文档
  • 📅 电子发票在多个国家是强制的
  • 🔍 提供了默认端点
  • 📂 附件编码功能提升可读性
  • 🛠️ API将在未来版本中发布
  • 🌍 电子文档支持多国合规

Timeline

  • 00:00:00 - 00:05:00

    在本次活动中，Alexander和Magnus介绍了2024年Wave 2的电子文档新功能。电子文档的初衷是作为交换各种电子文档的中心，尽管目前主要集中在电子发票的交换上。新版本的功能主要基于监管要求和社区反馈，旨在简化电子文档的管理和集成。

  • 00:05:00 - 00:14:56

    在演示中，Magnus展示了如何在Business Central中设置新的Avalara集成，强调了新功能的易用性和自动化。通过简单的设置，用户可以发送和接收电子发票，并附加PDF文件，展示了电子文档框架的高效性和灵活性。

Mind Map

Video Q&A

  • 电子文档的主要功能是什么？

    电子文档是用于交换各种电子文件的中心枢纽，主要关注电子发票的交换。

  • 本次发布的主要新功能是什么？

    新增了默认端点、Avalara集成、附件编码功能以及改进的搜索功能。

  • 电子发票在全球的合规性如何？

    许多国家已将B2G电子发票作为强制性要求，B2B电子发票在一些国家也是强制的。

  • 如何设置Avalara集成？

    只需提供客户端ID、客户端密钥和选择Avalara公司ID即可完成设置。

  • 电子文档的API何时发布？

    电子文档API预计将在25.3版本中发布。

View more video summaries

Get instant access to free YouTube video summaries powered by AI!
Subtitles
en
Auto Scroll:
  • 00:00:01
    [Music]
  • 00:00:06
    welcome to busy cental lunch event
  • 00:00:09
    related to 2024 release Wave 2 my name
  • 00:00:13
    is Alexander toic and today with me I
  • 00:00:17
    have my colleague Magnus hi my name is
  • 00:00:19
    Magus and I'm a software engineer in
  • 00:00:21
    business
  • 00:00:22
    Central okay thank you Magnus uh we will
  • 00:00:25
    today in explain what is new in
  • 00:00:27
    electronic documents show L we will just
  • 00:00:31
    explain a few things from a previous
  • 00:00:33
    release and what is new in this release
  • 00:00:35
    and then we will switch to demo where
  • 00:00:36
    Magnus will show you uh setup of
  • 00:00:39
    different services and new features we
  • 00:00:41
    deliver in this
  • 00:00:43
    wave okay before we start I just wanted
  • 00:00:46
    to remind you uh how we started e
  • 00:00:48
    documents first idea was to start with
  • 00:00:50
    invoicing but we decided to switch to e
  • 00:00:53
    documents as it can be Central hub for
  • 00:00:55
    exchanging any type of electronic
  • 00:00:57
    documents when I say any probably not
  • 00:01:00
    are really any but the most of
  • 00:01:01
    electronic documents can be exchanged
  • 00:01:03
    through eents
  • 00:01:05
    module uh our main focus is to manage
  • 00:01:07
    all incoming and outcoming documents but
  • 00:01:10
    current Focus for Microsoft side is
  • 00:01:12
    still electronic invoicing exchange so
  • 00:01:15
    feature is open for exchanging any of um
  • 00:01:18
    as a feature framework is open for
  • 00:01:20
    exchanging any type of documents but
  • 00:01:22
    Microsoft is currently focus on
  • 00:01:24
    electronic voicing uh
  • 00:01:27
    all uh upcoming and features in this
  • 00:01:30
    release are actually driven by
  • 00:01:32
    regulatory requirements and feedback uh
  • 00:01:35
    we are getting from Community for
  • 00:01:37
    partners and customers but what is
  • 00:01:39
    important to remember uh again this
  • 00:01:43
    framework is designed to be easy
  • 00:01:45
    extendable and allowing all isvs or
  • 00:01:48
    other partners to integrate various type
  • 00:01:50
    of electronic documents so we are again
  • 00:01:54
    open not only for regulatory features we
  • 00:01:56
    are open to uh extend the functionality
  • 00:01:59
    to make it EAS easier for you to build
  • 00:02:01
    on top of
  • 00:02:02
    that why electronic invoices primary if
  • 00:02:05
    you look in this table you will see
  • 00:02:08
    first that b2g uh electronic invoic is
  • 00:02:12
    definitely mandatory majority of
  • 00:02:13
    countries across the world actually this
  • 00:02:15
    is list of localization where Microsoft
  • 00:02:18
    deliver localizations not partner based
  • 00:02:19
    localization so probably uh this list
  • 00:02:22
    will be much much bigger but if you look
  • 00:02:24
    in our localization may u support
  • 00:02:27
    localization processes b2g is already
  • 00:02:29
    mandat but it was not trigger uh for us
  • 00:02:32
    to start with electronic documents
  • 00:02:34
    electronic invoices B2B mandat being
  • 00:02:37
    mandatory was a trigger for us so if you
  • 00:02:40
    look right now this is mandatory in
  • 00:02:42
    Denmark in Belgium in Italy uh India
  • 00:02:45
    Mexico in this moment we already have
  • 00:02:48
    Italian and Mexico electronic invoicing
  • 00:02:50
    in old format so uh for our future um
  • 00:02:54
    backlog this is something what we will
  • 00:02:56
    move to New
  • 00:02:58
    framework and um outside of these
  • 00:03:00
    countries you will see that Australia
  • 00:03:02
    New Zealand have recommended uh usage of
  • 00:03:04
    B2B so this is not mandatory but this is
  • 00:03:06
    highly recommended to
  • 00:03:08
    use uh but this yellow column with B2B
  • 00:03:12
    voluntary you can see again that this is
  • 00:03:14
    available for for voluntary usage in all
  • 00:03:17
    these countries so if not mandatory this
  • 00:03:19
    is voluntary so you can use you can
  • 00:03:21
    automate some of your processes
  • 00:03:23
    especially account payable there are a
  • 00:03:24
    lot of automation there and you have
  • 00:03:27
    when we talk about plans you see these
  • 00:03:30
    orange plans in the right columns that
  • 00:03:33
    um France Germany and Spain will come
  • 00:03:35
    sooner but other countries will come
  • 00:03:38
    again in a few years so we decided to
  • 00:03:42
    first to be focused on electronic
  • 00:03:44
    invoicing so we will be compliant in all
  • 00:03:46
    these
  • 00:03:47
    regulations okay now let's focus what we
  • 00:03:50
    have in this wave first uh we have some
  • 00:03:54
    improvements electronic documents
  • 00:03:55
    framework so you can see we have new
  • 00:03:58
    default end points they will not be
  • 00:04:00
    available immediately from this major
  • 00:04:02
    release so first will come with
  • 00:04:05
    25.1 and others will be deliver in this
  • 00:04:10
    period now I cannot see exactly because
  • 00:04:14
    um we need to finish reviewing to to
  • 00:04:16
    check all these details we need to be
  • 00:04:18
    really sure that everything will work as
  • 00:04:20
    expected but what I want to um emphasize
  • 00:04:23
    here uh majority of these connectors are
  • 00:04:27
    uh made in collaboration with these
  • 00:04:29
    partners so we use open source
  • 00:04:31
    collaboration model and we work together
  • 00:04:33
    with a Partners so these Partners made
  • 00:04:35
    the majority of these things by themsel
  • 00:04:37
    and uh from our side we instructed how
  • 00:04:40
    to do it and now we are making a review
  • 00:04:42
    of code so code quality must be the same
  • 00:04:44
    as Microsoft is delivering so this is
  • 00:04:47
    why it cannot be delivered immediately
  • 00:04:49
    but you can expect that very soon you
  • 00:04:51
    will have all these connectors so
  • 00:04:53
    avalara B2B router Contin logic sign up
  • 00:04:56
    the the every and through Commerce this
  • 00:04:59
    is important so now except pagero as we
  • 00:05:02
    already have in total until the end of
  • 00:05:04
    this wave we will have eight default
  • 00:05:06
    connectors so you can choose what you
  • 00:05:08
    want to use again uh you will not have
  • 00:05:12
    any commercial model inside the BC so
  • 00:05:14
    you must sign contract with these
  • 00:05:16
    providers uh but once when you have
  • 00:05:18
    contact you can just choose one of these
  • 00:05:22
    options and make a setup easy setup you
  • 00:05:24
    will see how it easy and you can
  • 00:05:26
    continue to work without any additional
  • 00:05:28
    development and configuration
  • 00:05:30
    then additionally we added one of the
  • 00:05:32
    highly uh required feature having
  • 00:05:35
    attachments as encoded object uh within
  • 00:05:38
    XML files it was important it is
  • 00:05:41
    important because XML files with payo
  • 00:05:44
    and other f file formats are good for as
  • 00:05:46
    a machine readable format so they can be
  • 00:05:49
    easily translated from XML to purchase
  • 00:05:52
    documents that's good but this is not
  • 00:05:55
    easy for human read as a human readable
  • 00:05:57
    format so having encoded uh attachment
  • 00:06:00
    inside this is something what can
  • 00:06:03
    improve a human readable usage so it
  • 00:06:05
    will be much easier for users to handle
  • 00:06:07
    with electronic documents then we
  • 00:06:09
    improve some small things in the search
  • 00:06:12
    it was not easy because uh you had to
  • 00:06:14
    use Dash or not now this is much easier
  • 00:06:16
    to find the all these pag in a search we
  • 00:06:20
    also added uh some small things you
  • 00:06:22
    cannot recognize on our first side but
  • 00:06:24
    we wanted to stabilize this framework it
  • 00:06:26
    was our focus on stabilizing so we work
  • 00:06:28
    a lot of small features in inside the
  • 00:06:31
    framework and you will see e documents
  • 00:06:34
    apis first idea was to deliver them in a
  • 00:06:37
    major but we decided to postpone because
  • 00:06:39
    we got some better idea how we can
  • 00:06:41
    improve this API so we wanted to take
  • 00:06:43
    some additional time so the most
  • 00:06:45
    probably 25.3 we will deliver e
  • 00:06:47
    documents API so you can reuse them in a
  • 00:06:50
    Bo and purchase and sales process and it
  • 00:06:52
    will be really good for you if you want
  • 00:06:54
    to integrate then we have another part
  • 00:06:57
    it documents localizations as you know
  • 00:07:00
    we already have by default P B3 in a W1
  • 00:07:03
    so this is available in all localization
  • 00:07:06
    and we have Papo deliver as a code and
  • 00:07:09
    as a data exchange definition so you can
  • 00:07:11
    use this as a showcase how to build your
  • 00:07:14
    own formats if you need so you can
  • 00:07:16
    choose what is better for you it depends
  • 00:07:17
    from country to country from partner to
  • 00:07:19
    partner they some of them uh much more
  • 00:07:23
    prefer Cod some of them data exchange so
  • 00:07:25
    we are open we have good showcase so you
  • 00:07:27
    can see how you can make your own format
  • 00:07:30
    but from Microsoft side in period from
  • 00:07:32
    December this year until the April 25th
  • 00:07:35
    we will um deliver this format to be
  • 00:07:39
    more accurate uh in December we will
  • 00:07:41
    deliver ex and in Germany and fatura a
  • 00:07:44
    in Spain so uh this country will be a
  • 00:07:47
    compliance uh from the beginning of next
  • 00:07:50
    year because it will be mandatory usage
  • 00:07:52
    of electronic do electronic invoicing in
  • 00:07:54
    in Spain and Germany and P and Z format
  • 00:07:57
    for Australia New Zealand will come
  • 00:07:58
    after new year so this is by I said
  • 00:08:01
    until the April uh
  • 00:08:04
    25 okay it was shortly what we have in
  • 00:08:07
    this release and now I will give a word
  • 00:08:09
    my colleague Magnus so he will show you
  • 00:08:11
    how it's look like in a demo thanks
  • 00:08:13
    Alexander thanks for introducing the new
  • 00:08:15
    features Let's uh see how they look in
  • 00:08:18
    business Central so with me today I have
  • 00:08:20
    a a GB environment in version 251 so uh
  • 00:08:24
    let's uh search for E
  • 00:08:27
    documents and here we can see that I
  • 00:08:29
    have created a e doent service for
  • 00:08:31
    today's demo if we open that up we can
  • 00:08:34
    see that the service integration that I
  • 00:08:36
    have selected is the new integration
  • 00:08:37
    that we have added
  • 00:08:40
    avalara and we still have peero as well
  • 00:08:43
    uh that you can use and there will be
  • 00:08:45
    more to come the next coming months so
  • 00:08:48
    if we open up a setup service
  • 00:08:49
    integration in order to set up avalara
  • 00:08:52
    we can see that we don't actually have
  • 00:08:54
    to add a lot of things we have to
  • 00:08:56
    provide the client ID and the client SE
  • 00:08:59
    secet as well as selecting avalara
  • 00:09:02
    Company ID to link your avalara company
  • 00:09:05
    ID to your business Central uh company
  • 00:09:08
    so let's go ahead and do that we just
  • 00:09:10
    click the action and then we select one
  • 00:09:12
    of our avalara companies I will select
  • 00:09:15
    Ms business
  • 00:09:18
    Central and then we also have to select
  • 00:09:20
    an avalara mandate which determines uh
  • 00:09:24
    when we send our invoices to Avalar this
  • 00:09:27
    mandate specifies what checks should be
  • 00:09:30
    done to verify uh if the right fields
  • 00:09:33
    and so on are provided since we are in a
  • 00:09:35
    GB environment and I want to demo a
  • 00:09:38
    businessto business scenario with pble
  • 00:09:40
    I'm going to find that in the list so GB
  • 00:09:44
    B2B pble select that and then that is
  • 00:09:47
    what will be used when we send with this
  • 00:09:49
    service just to uh compare how it was
  • 00:09:52
    with uh pagero I'll switch to another
  • 00:09:56
    company where I have the pagero setup
  • 00:09:58
    here so you can see it's still very very
  • 00:10:01
    similar um the URLs are already filled
  • 00:10:03
    out for you you just provide like these
  • 00:10:05
    small pieces of information so in pagero
  • 00:10:08
    for instance it it is the company ID you
  • 00:10:10
    need to provide but with avalara we are
  • 00:10:13
    we asking for client ID and client
  • 00:10:17
    secret and that's essentially everything
  • 00:10:19
    the service is using the pble format and
  • 00:10:23
    uh then let's go see how we send an
  • 00:10:26
    invoice using it so I'll just go go to
  • 00:10:29
    customers I will select the tray
  • 00:10:32
    research and as you can
  • 00:10:35
    see here we have the document sending
  • 00:10:38
    profile set for this customer to e
  • 00:10:40
    doents allowing us to actually use the E
  • 00:10:42
    doent framework when we post invoices so
  • 00:10:45
    let's create a new sales
  • 00:10:48
    invoice and from here we will just have
  • 00:10:50
    to fill out a couple of things so the
  • 00:10:52
    first thing I will fill out is the
  • 00:10:54
    reference as that is required by the P
  • 00:10:56
    format and then I will sell a let's say
  • 00:11:01
    a desk and we will just sell
  • 00:11:06
    one and then as Alexander said before
  • 00:11:09
    we've also added in the pble format that
  • 00:11:11
    we can send uh attachments so I will
  • 00:11:14
    also go ahead and actually attach a PDF
  • 00:11:18
    here so we will just use this invoice
  • 00:11:21
    sample like
  • 00:11:24
    so and that is everything we need to
  • 00:11:27
    just go ahead and uh post it
  • 00:11:30
    and then this will uh take the invoice
  • 00:11:32
    create a XML format in Pebble and then
  • 00:11:36
    send that to avalara that will then send
  • 00:11:39
    it on to the receiving end and we'll see
  • 00:11:41
    that in just a
  • 00:11:44
    second there we go and then we just uh
  • 00:11:47
    open the posted
  • 00:11:49
    invoice and then we navigate to the E
  • 00:11:52
    doent that has been
  • 00:11:54
    created and here we can see that the E
  • 00:11:56
    doent is in pending response State and
  • 00:11:59
    this is because the way it works with
  • 00:12:01
    avalara is that we we send the the
  • 00:12:04
    invoice to them then they will do some
  • 00:12:06
    processing to with the mandate to verify
  • 00:12:09
    that the correct things are provided and
  • 00:12:12
    then we will have to actually send
  • 00:12:14
    another request to Avalar asking if the
  • 00:12:16
    the processing of this invoice was
  • 00:12:18
    successful so normally or in production
  • 00:12:21
    this is happening in the background
  • 00:12:22
    automatically you don't have to do
  • 00:12:24
    anything but because we are in a demo
  • 00:12:27
    today I will just go ahead and
  • 00:12:29
    and Trigger this in our job
  • 00:12:34
    tues like
  • 00:12:39
    so and now we can see that the document
  • 00:12:41
    is indeed sent so this is all you need
  • 00:12:43
    to do to uh to send with our allow let's
  • 00:12:47
    let's look at it from the other side
  • 00:12:48
    which we want to receive so I'm going to
  • 00:12:50
    change to a different company uh trade
  • 00:12:53
    research and now we want to receive
  • 00:12:55
    invoices from our vendors so I'm going
  • 00:12:59
    to go to E
  • 00:13:01
    doents and here we can see we have
  • 00:13:03
    already received documents before um and
  • 00:13:06
    then we can open up e doent services
  • 00:13:08
    from here and just as with the other
  • 00:13:10
    company we have set up a service that is
  • 00:13:12
    using the avalara integration one thing
  • 00:13:15
    I will add is that you should uh you
  • 00:13:18
    should set a to import when you're using
  • 00:13:21
    this in production such that every x
  • 00:13:22
    amount of time we will run and check if
  • 00:13:25
    there is a new incoming documents
  • 00:13:28
    because we are again running running at
  • 00:13:29
    demo today I will just do this manually
  • 00:13:30
    so I will click the receive action to
  • 00:13:33
    see if there's anything new and this
  • 00:13:35
    will just run for a little bit it says
  • 00:13:37
    processing eent so it found one and it
  • 00:13:40
    will create the purchase invoice so
  • 00:13:43
    let's go back to the
  • 00:13:44
    list and from here you can see we got a
  • 00:13:47
    new entry we can open that up and we can
  • 00:13:50
    see everything is as it should be it's
  • 00:13:52
    uh created it says import document
  • 00:13:55
    created and we can actually also open
  • 00:13:57
    the purchase invoice that we generated
  • 00:13:59
    for you and you can see it here and it
  • 00:14:02
    also has the
  • 00:14:03
    attachment um that we attached when we
  • 00:14:05
    send it and that's essentially for
  • 00:14:08
    sending and receiving with avalara thank
  • 00:14:11
    you Magnus um as you can see this is
  • 00:14:13
    something uh what we deliver in this
  • 00:14:15
    wave and you can insect some other
  • 00:14:18
    connectors and other features uh in X
  • 00:14:20
    miners in the meantime call for Action
  • 00:14:23
    uh if you didn't start to use electronic
  • 00:14:26
    documents earlier we have on YouTube uh
  • 00:14:29
    recordings from previous VES so you can
  • 00:14:31
    familiarize yourself little bit more in
  • 00:14:34
    details of what we have in electronic
  • 00:14:35
    documents so because today you could see
  • 00:14:38
    only what is new so please watch old
  • 00:14:40
    videos to see what we had in the
  • 00:14:42
    beginning how it works the total and
  • 00:14:44
    then you can easily understand what is
  • 00:14:46
    new in this release and how we are
  • 00:14:48
    improving this feature okay thank you
  • 00:14:51
    for watching us thank you
Tags
  • 电子文档
  • 电子发票
  • Avalara集成
  • 合规性
  • 新功能
  • 默认端点
  • 附件编码
  • 搜索功能
  • B2G
  • B2B