Difference between revisions of "Plugin: ZUGFeRDXInvoice"
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*'''Required environment:''' iDempiere 11 (PostgreSql) | *'''Required environment:''' iDempiere 11 (PostgreSql) | ||
* [https://github.com/pmassing/auler.gmbh.zugferdxinvoice'''Source : '''] | * [https://github.com/pmassing/auler.gmbh.zugferdxinvoice'''Source : '''] | ||
| − | *'''Description:''' This plugin provides a process in iDempiere to create or | + | *'''Description:''' This plugin provides a process in iDempiere to create or view a ZUGFeRD/X-Invoice PDF-file, attached or stored in archive to an Invoice. If the invoice want stored as X-Invoice, we have the Businesspartner-Option to save this XML-File as CII - or UBL - Standard (UBL in Version 2.1 up to 2.4) . |
| − | attached or | ||
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This program is distributed in the hope that it will be useful, | This program is distributed in the hope that it will be useful, | ||
but WITHOUT ANY WARRANTY; without even the implied warranty of | but WITHOUT ANY WARRANTY; without even the implied warranty of | ||
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| − | == Documentation == | + | ==Documentation== |
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| + | ===Setup=== | ||
| + | #Compile/Export the plugin from source and/or install the compiled plugin over the osgi-console. | ||
| + | #The plugin creates a process and a toolbar button entry in window invoice(PO/SO) | ||
| + | #Add your invoice print format to (Tenant) print form - invoice print format. If you using Jasper-Report, add this in your print format | ||
| + | #Set the '''ZUGFERD_USE_PAYMENT_TERM_NAME''' system configurator. If it is set to Y, the xml will include the payment term name. If it is set to N (default), the description will be printed instead. | ||
| + | #Set the UN/CEFACT code in the unit of measure window | ||
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[[File:ZUGFeRDXInvoice UOM Setting 2024-09-12 13-26-10.png|800px|thumb|none|UOM UN/CEFACT]] | [[File:ZUGFeRDXInvoice UOM Setting 2024-09-12 13-26-10.png|800px|thumb|none|UOM UN/CEFACT]] | ||
| − | === Using the Process === | + | ===Businespartner Options === |
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| + | ====Reference No==== | ||
| + | This is the Routing ID (Leitweg-ID), it is mandatory for some cases, f.i. B2G invoices. | ||
| + | [[File:Plugin ZUGFeRD BP-Routing ID.png|left|thumb|568x568px]] | ||
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| + | ====X-Rechnung==== | ||
| + | Save only the digital invoice XML-File (CII) as standard. | ||
| + | [[File:Plugin ZUGFeRD BP-X-Rechnung.png|left|frame]] | ||
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| + | ====UBLX-Rechnung==== | ||
| + | If xRechnung is activated, the output standard can be choosed to UBL with version 2.1 up to 2.4 . | ||
| + | [[File:Plugin ZUGFeRD BP-UBL-X-Rechnung.png|1024px|left|frame]] | ||
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| + | === Using the Process=== | ||
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[[File:ZUGFeRDXInvoice ToolbarButton 2024-09-12 11-23-40.png|800px|thumb|none|ToolbarButton]] | [[File:ZUGFeRDXInvoice ToolbarButton 2024-09-12 11-23-40.png|800px|thumb|none|ToolbarButton]] | ||
[[File:ZUGFeRDXInvoice SelectBox2024-10-31 10-25-40.png|alt=|none|thumb|298x298px|Parameter]] | [[File:ZUGFeRDXInvoice SelectBox2024-10-31 10-25-40.png|alt=|none|thumb|298x298px|Parameter]] | ||
| − | # Parameter Create/View : Create or parse and view a already created ZUGFeRD-document. | + | #Parameter Create/View : Create or parse and view a already created ZUGFeRD-document. |
# Parameter Bank : The selected BankAccount is the as default selected own BankAccount for a new created ZUGFeRD-document. | # Parameter Bank : The selected BankAccount is the as default selected own BankAccount for a new created ZUGFeRD-document. | ||
| − | # Reference No: This is the Routing ID (Leitweg-ID), it is mandatory for some cases, f.i. B2G invoices. It is populated by default with the PAT_ReferenceNo field from Business Partner. The process will fail by default if the Reference No is not filled. You can change this with the System Configurator '''ZUGFERD_MANDATORY_REFERENCENO''' | + | #Reference No: This is the Routing ID (Leitweg-ID), it is mandatory for some cases, f.i. B2G invoices. It is populated by default with the PAT_ReferenceNo field from Business Partner. The process will fail by default if the Reference No is not filled. You can change this with the System Configurator '''ZUGFERD_MANDATORY_REFERENCENO''' |
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[[File:ZUGFeRDXInvoice InvoiceView 2024-09-12 11-23-40.png|800px|thumb|none|View ZUGFeRD-dokument]] | [[File:ZUGFeRDXInvoice InvoiceView 2024-09-12 11-23-40.png|800px|thumb|none|View ZUGFeRD-dokument]] | ||
| − | + | [[Category:Available Plugins]] | |
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Revision as of 12:17, 12 March 2026
- Status: Testing
- Licence: GPLv2
- Author: Patric Massing (Hans Auler GmbH - p.massing (at) auler.gmbh)
- Date: 2022
- Required environment: iDempiere 11 (PostgreSql)
- Source :
- Description: This plugin provides a process in iDempiere to create or view a ZUGFeRD/X-Invoice PDF-file, attached or stored in archive to an Invoice. If the invoice want stored as X-Invoice, we have the Businesspartner-Option to save this XML-File as CII - or UBL - Standard (UBL in Version 2.1 up to 2.4) .
This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details.
Documentation
Setup
- Compile/Export the plugin from source and/or install the compiled plugin over the osgi-console.
- The plugin creates a process and a toolbar button entry in window invoice(PO/SO)
- Add your invoice print format to (Tenant) print form - invoice print format. If you using Jasper-Report, add this in your print format
- Set the ZUGFERD_USE_PAYMENT_TERM_NAME system configurator. If it is set to Y, the xml will include the payment term name. If it is set to N (default), the description will be printed instead.
- Set the UN/CEFACT code in the unit of measure window
Example :
Each = Code C62
km = Code KTM
m = Code MTR
Businespartner Options
Reference No
This is the Routing ID (Leitweg-ID), it is mandatory for some cases, f.i. B2G invoices.
X-Rechnung
Save only the digital invoice XML-File (CII) as standard.
UBLX-Rechnung
If xRechnung is activated, the output standard can be choosed to UBL with version 2.1 up to 2.4 .
Using the Process
1. Open the Invoice
The Toolbarbutton to create or view a ZUGFeRD-Document is shown, if the DocBaseType is Invoice(SO/PO) or CreditMemo(SO/PO) and the invoce has the document status completed or closed.
2. Click the toolbar button to create a new or to view an already created ZUGFeRD-document.
- Parameter Create/View : Create or parse and view a already created ZUGFeRD-document.
- Parameter Bank : The selected BankAccount is the as default selected own BankAccount for a new created ZUGFeRD-document.
- Reference No: This is the Routing ID (Leitweg-ID), it is mandatory for some cases, f.i. B2G invoices. It is populated by default with the PAT_ReferenceNo field from Business Partner. The process will fail by default if the Reference No is not filled. You can change this with the System Configurator ZUGFERD_MANDATORY_REFERENCENO
4. By creation and if the process is sucessful the new ZUGFeRD-document is attached or archived to the current invoice based on the value of the ZUGFERD_FILEHANDLING_SYSCONFIGNAME System Configurator (it can be archive or attach). Documents to be added to the digital invoice (factur-x.xml) as standard, can be attached to the assigned document type in pdf format.
If a ZUGFeRD-document exists, a message is shown.
If the process ran successfully, the message is shown
5. The pdf-file contains the xml-information as file
6. If you get a ZUGFeRD-file or to verify the file you just created, use the process again with parameter view ZUGFeRD. If you get a ZUGFeRD-file, attach this file to your invoice.
