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Configure electronic invoice parameters for Panama

  • Artikkeli

This article explains how to generate electronic invoices in XML format for Panama.

Prerequisites

Before you complete the procedure in this article, the following prerequisites must be met:

  • The country/region-specific Latin American (LATAM) feature for Panama and the general LATAM feature must be enabled.
  • The company address must be set to Panama.

Configuration required for Panamanian electronic invoices

  1. Go to Organization administration > Setup > LATAM > Tax application, and select New to create a tax application record that has the code PNFE (Panamanian electronic invoice). Use this tax application record to assign the fiscal codification to each element in Microsoft Dynamics 365 Finance as required.

  2. Go to Organization administration > Setup > LATAM > Tax ID type, and follow these steps for each tax ID in the list:

    1. Select the record, and then select Tax application.
    2. On the Tax application page, create a record.
    3. In the Tax application id field, enter the tax ID that's used for Panamanian electronic invoicing.
    4. In the Tax application code field, enter the appropriate identification code according to the Panamanian normative.

  3. Go to Organization administration > Setup > LATAM > Taxpayer type, and follow these steps for each taxpayer type:

    1. In the taxpayer type record, on the Action Pane, select Tax application.
    2. On the Tax application page, create a record.
    3. In the Tax application Id field, select PNFE.
    4. In the Tax application code, enter the code according to the Panamanian normative.

  4. Go to Organization administration > Setup > LATAM > Fields master List, and create the following lists. Assign the codes to identify each element of each list according the Panamanian normative.

    • List field 1: Electronic document issue types.
    • List field 2: Transaction nature types.
    • List field 3: Operation destinations.
    • List field 4: Sales transaction types.
    • List field 5: Transaction types.

    For more information, see Field list configuration for Latin America.

  5. Go to Organization administration > Setup > LATAM > Document class, and follow these steps for each document class:

    1. Select the record, and then select Tax application.
    2. On the Tax application page, create a register.
    3. In the Tax application id field, enter the ID that's used for Panamanian electronic invoicing.
    4. In the Tax application code field, enter the codification according to the Panamanian normative.

  6. Go to Organization administration > Setup > LATAM > Sales point prefix, and follow these steps for each sales point prefix:

    1. Select the record, and then select Tax application.
    2. On the Tax application page, in the Tax application id field, enter the ID that's used for Panamanian electronic invoicing.
    3. In the Tax application code field, enter the branch/subsidiary number. Each prefix field on the Sales point prefix page should be a sales point number according to the invoicing rules for Panama.

  7. Go to Organization administration > Global address book > Addresses > Address setup, and follow these steps:

    1. In the Country/region section, follow these steps:

      1. Select Panama, and then select Tax application.
      2. On the Tax application page, create a record.
      3. In the Tax application Id field, select PNFE.
      4. In the Tax application code field, enter the country/region code according to the Panamanian normative.

    2. In the State/province section, filter the Panamanian states. Then, for each state record, follow these steps:

      1. Select the state, and then select Tax application.
      2. On the Tax application page, select New to create a record.
      3. In the Tax application Id field select PNFE.
      4. In the Tax application code field, enter the state/province code according to the Panamanian normative.

    3. In the County section, filter the Panamanian counties. Then, for each county record, follow these steps:

      1. Select the county, and then select Tax application.
      2. On the Tax application page, select New to create a record.
      3. In the Tax application Id field, select PNFE.
      4. In the Tax application code field, enter the county code according to the Panamanian normative.

    4. In the City section, filter the Panamanian cities. Then, for each city record, follow these steps:

      1. Select the city, and then select Tax application.
      2. On the Tax application page, select New to create a record.
      3. In the Tax application Id field select PNFE.
      4. In the Tax application code field, enter the city code according to the Panamanian normative.

  8. Go to Sales and marketing > Setup > Distribution > Terms of delivery, and follow these steps for each delivery term:

    1. Select the record, and then select Tax application.
    2. On the Tax application page, select New to create a register.
    3. In the Tax application Id field, enter PNFE.
    4. In the Tax application code field, enter the code according to the Panamanian normative.

  9. Go to Accounts receivable > Payments setup > Methods of payment, and follow these steps for each method of payment:

    1. Select the record, and then, on the Action Pane, select Tax application.
    2. On the Tax application page, in the Tax application Id field, select PNFE.
    3. In the Tax application code field, enter the code according to the Panamanian normative.

  10. Go to Accounts receivable > Payments setup > Terms of payment, and follow these steps for each term of payment:

    1. Select the record, and then, on the Action Pane, select Tax application.
    2. In the Tax application Id field, select PNFE.
    3. In the Tax application code field, enter the code that identifies the payment term according to the Panamanian normative.

  11. Go to Product information management > Products > Released products, and follow these steps for each item in the list:

    1. Select the record, and then, on the Action Pane, select Tax application.
    2. In the Tax application id field, select PNFE.
    3. In the Tax application code field, enter the code according to the Panamanian normative.

  12. Go to Organization administration > Setup > Units > Units, and follow these steps for each unit:

    1. Select the record, and then select Tax application.
    2. In the Tax application Id field, select PNFE.
    3. In the Tax application code field, enter the unit code according to the Panamanian normative.

  13. Go to Accounts receivable > Charges setup > Charges code, and follow these steps for each charge code:

    1. Select the record, and then, on the Action Pane, select Tax application.
    2. In the Tax application Id field, select PNFE.
    3. In the Tax application code field, enter dPrAcarItem if the charge is related to the transportation expense. If the charge is related to the insurance expense, enter dPrSegItem.

  14. Go to Tax > Indirect taxes > Sales tax > Sales tax codes, and follow these steps for each sales tax code:

    1. Select the record, and then, on the Action Pane, select Tax application.
    2. In the Tax application Id field, select PNFE.
    3. In the Tax application code field, enter the code that identifies the tax according to the Panamanian normative.

After you complete these steps, you can issue electronic invoices from free text invoices, sales orders, and projects.