How to Set Up e-Invoice Required Fields for Stocks/Service Items

Scenario:

Completing the details for Stocks/Service items for the e-Invoice requirements.

Solution:

1. Go to Navigation > e-Invoice and click e-Invoice Settings.

2. Under the General tab, go to the e-Invoice Required Fields Control Modules portion. Tick the option ‘Stock & Services Item Maintenance’. 

This will set the settings to require e-Invoice Fields in Stock & Services Item Maintenance.

3. Go to  Navigation > Stock and click Stocks & Services. Click the ‘Add’ button to create new stocks or service items.

4. There will be a portion for the ‘e-Invoice Validation Control’ and e-invoice fields. 

Options:

• Follow e-Invoice Settings - Validation control is based on the set configuration under e-Invoice Settings. If the setting is selected, the user must complete all e-Invoice required fields, otherwise, this requirement is not enforced.

• Full Compliance - Will require all the fields needed for e-Invoice, regardless of the set configuration under e-Invoice settings.

• Deferred Compliance - No validation controls will be applied to the required fields of the current stock account at this moment. You may still complete the required fields later on. Stocks or services with this control type can also be tracked & traced using the E-Invoice Advisor. 

• Non-Compliance - There will be no validation checks on the e-Invoice required fields, and they will not be displayed in the e-Invoice Advisor. Choose this option if the stock or service item is not required to comply with e-Invoice.
  

5. By default, the system will select ‘Follow e-Invoice Settings’ as the default setting. The User may change the setting accordingly. 

e-Invoice fields under Stocks & Services Maintenance:

• Classification (*) - Category of products or services being billed as a result of a commercial transaction
• e-Invoice UOM Code (recommended but not mandatory) - e-Invoice UOM Code associated with Stock UOM code

6. Select what will be the ‘Classification’ of the created stock/service.

‘Classification’ may also be changed during the transaction if needed.

8. Once done, click Save. The created item is now eligible for e-invoice sales transactions.