Send and receive electronic invoices and credit memos as either files or using a document exchange service. Out-of-the-box, the PEPPOL format and the free Tradeshift document exchange service are supported, but the architecture allows for adding additional formats or document exchange service software (requires partner customization). In addition, a number of standards used in electronic document exchange are now supported, including a Global Location Number (GLN) ID for customers and vendors, Global Trade Item Number (GTIN) for items, and international codes on units of measures, currencies, tax codes, tax schemes, and countries.
Furthermore, a new Document Sending Profile concept aggregates all tasks around sending documents, be it by email message, print, or file and enables you to set up preferred send behavior defaults for a customer or vendor, or a group of customers/vendors. Received electronic documents are integrated into the document management features, that is, they are stored in Incoming Documents, along with PDF or scanned paper invoices, from which the user can create Purchase Invoices and Purchase Credit Memos, or General Journal Lines, and add text-to-account rules to automatically default account rules based on the vendor or line data. Errors and warnings in connection with the conversion are available for the incoming document, and links to the document enables navigation from any created document, posted document, or ledger entry in Microsoft Dynamics NAV. Using a free Tradeshift account, documents can be sent to and received from other parties on the Tradeshift network, and delivery status as well as activity logging is available inside Microsoft Dynamics NAV for the document exchange service interaction. Workflow can be added to automatically process any incoming electronic document, for example, from creating the corresponding draft purchase document in Microsoft Dynamics NAV to posting it and creating payment lines depending on workflow conditions, such as per vendor and/or amount.