Microsoft Dynamics 365 E-invoicing and Integration with ZATCA Phase 2 E-invoicing
As one of the top-tier ERP providers in Saudi Arabia, Microsoft Dynamics 365 caters predominantly to medium and large enterprises. One of its standout features is the technology stack that facilitates a seamless integration with the ZATCA E-invoicing platform. The rapid implementation of proven ZATCA approved e-invoicing packages for Microsoft Dynamics 365 means your solution can be up and running within a week.
How Microsoft Dynamics 365 and ZATCA Integration Works?
Accqrate’s E-invoicing package for Microsoft Dynamics 365 communicates with ZATCA using real-time APIs for Tax invoices and operates in batch mode for Simplified invoices. This integration ensures ZATCA-approved XMLs and PDFs, complete with QR codes, are stored directly in Microsoft Dynamics 365. This creates an enriching user experience for business teams, allowing them to effortlessly manage:
The Integration Process:
The process of handshake between Microsoft Dynamics 365 to ZATCA happens as explained below
1. Company Onboarding to ZATCA
The initial step involves integrating your business with ZATCA. Utilizing the Microsoft Dynamics 365 package, Endpoint, Secret keys, and App keys are generated. This automated process ensures your company is effortlessly onboarded into the ZATCA Fatoora portal, laying down the foundation for seamless E-invoicing
2. E-invoice Creation.
The initial step involves integrating your business with ZATCA. Utilizing the Microsoft Dynamics 365 package, Endpoint, Secret keys, and App keys are generated. This automated process ensures your company is effortlessly onboarded into the ZATCA Fatoora portal, laying down the foundation for seamless E-invoicing
3. Direct & Scheduled E-invoicing with ZATCA
With the integrated e-invoicing menus, businesses can directly send their invoices to ZATCA, either instantly or via a scheduled process. This flexibility ensures timely and efficient invoice management
4. ZATCA Approval
Every e-invoice undergoes a rapid approval process by ZATCA, taking only milliseconds. Our sophisticated APIs work in the background, integrating invoices by embedding digital signatures, CSIDs, and Digest values. Each invoice is scrutinized for compliance errors before its submission to ZATCA, ensuring accuracy and compliance.
5. Invoice Verification
Upon approval, the QR code and XML data are embedded at the invoice level, serving as a verification token that the invoice has received ZATCAs nod. This embedment ensures transparency and confirmation of approval for every invoice processed.
6. Access Invoice PDF
Users can easily access the PDF printout of the invoice, which prominently displays the ZATCA-approved QR code and the unique UDID. For tax invoices, the QR Code given by ZATCA is replaced in the existing PDF and for Simplified invoices, there is no change in the QR code as the invoice is already issued at the point of sales to the consumer. UDID is the unique ID the Microsoft Dynamics 365 E-invoicing package creates to act as an identifier for ZATCA and your company. The PDF structure remains unaltered, except for the inclusion of the QR Code and UDID.
7. E-Invoicing Logs
Businesses gain an invaluable insight into their invoice statuses through comprehensive e-invoicing logs. These logs provide detailed information, including the transmission date and status messages (error, warning, success), offering a granular view of each invoice processed within Microsoft Dynamics 365.
8. Archive and Audit
ZATCA Approved XMLs are systematically archived in Microsoft Dynamics 365 for easy retrieval. These archives contain all the critical information such as signatures, invoice details, and serial numbers provided by ZATCA, serving as a robust resource during audits, ensuring that your business is always audit-ready.
Seamless Integration with Accqrate: The Trusted ZATCA Provider
Accqrate, an approved ZATCA provider, sets the standard in Microsoft Dynamics 365 integration, leveraging its powerful ERP integrators. Whether you’re eyeing a cloud setup or an on-premises installation, Accqrate molds its application to resonate with your Microsoft Dynamics 365 instances. Here is what makes Accqrate exceptional: