EFAT communication (Portugal)

Use this function to generate the PDF for electronic invoicing and to execute the web service interface with EFAT. This inlcudes QR codes.

Sage EFAT is a RESTful web service that manages communication between Sage business applications and "e-fatura," the Portuguese Tax Authority (AT) web service.

Use this web service to send electronic invoices to customers by email according to Portuguese legislation requirements and to send electronic invoices to fiscal authorities. The EFAT web service is an alternative to SAFT.

These two communication types are independent from each other and offer the following options:

You can send an electronic invoice to a fiscal authority and not send the invoice by email to a customer.

You can send an electronic invoice to a customer and not send an electronic invoice to a fiscal authority.

You can send an electronic invoice to a customer and to a fiscal authority.

QR codes

In compliance with Portuguese law, you can sign PDF documents with a QR code. This is done by uploading the customer certificate for each customer.

  1. Create a certificate record for each company in the Certificates function under the Administration menu.
  2. Upload the certificate to the newly created record for each company.
  3. In the EFATCERTNA - Certificate parameter (LOC chapter, POR group) enter the exact certificate name at the company level because each company has a unique certificate. Certificate names are case sensitive.

Prerequisites

Refer to the documentation on Implementation.

Screen management

Entry screen

General

Company (field CPY)

Enter or select a company.

Site (field FCY)

Enter or select a site for that company.

Document date (field INVDATDEB)

Enter a date to filter for results within a date range. For a single day, enter the same date in the Document date and To fields.
To (field INVDATFIN)

Enter a date to filter for results within a date range. For a single day, enter the same date in the Document date and To fields.
Expiration date (field EXPDATDEB)

Enter a date to filter for results within a date range. For a single day, enter the same date in the Expiration date and To fields.

The Expiration date is the last date the customer can download the document from the email.
To (field EXPDATFIN)

Enter a date to filter for results within a date range. For a single day, enter the same date in the Expiration date and To fields.

The Expiration date is the last date the customer can download the document from the email.

Documents

All types (field ALLDOCTYP)

Select this checkbox to generate the PDF for all document types.

Customer movements (field CUSMOVTYP)

Select the type of movement:

  • Quote
  • Order
  • Invoice
  • Payment
All invoices (field ALLINVTYP)
Select this checkbox to include all invoice types.
Document type (field INVTYP)

Select one of the following to limit the PDF generation to a single invoice type:

  • Invoice
  • Credit memo
  • Debit note
  • Credit note
Automatic invoice (field AUTINV)
Select this checkbox to apply the signature to automatic invoices.
All transactions (field ALLTYP)
Select this checkbox to include all transaction types.
Transaction (field TYP)

Others

Document (field NUMDEB)

Enter a document number to filter for documents within a range. Enter the same number in the Document and To fields to search for a single document.
To (field NUMFIN)

Enter a document number to filter for documents within a range. Enter the same number in the Document and To fields to search for a single document.
From BP (field BPRNUMSTR)

Enter or select a BP code in the From BP and To BP fields to filter for BPs in that range. For a single BP, enter the same code in the From BP and To BP fields.
To BP (field BPRNUMEND)

Enter or select a BP code in the From BP and To BP fields to filter for BPs in that range. For a single BP, enter the same code in the From BP and To BP fields.

Error messages

The only error messages are the generic ones.

Tables used

Refer to the documentation on Implementation.