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

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

This web service allows you 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.

Prerequisites

SEEREFERTTO Refer to documentation 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 check box to generate the PDF for all document types.

Customer movements (field CUSMOVTYP)
All invoices (field ALLINVTYP)
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
All transactions (field ALLTYP)
Transaction (field TYP)
field DUMMY

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

SEEREFERTTO Refer to documentation Implementation