Document templates in the Electronic invoice application define the settings to be used during electronic signature, which

can be defined per document type. This article presents the most important settings of the document templates.

 

With search bar the Electronic Document Templates page can be easily found in the system, but we can also open the list from the Electronic SIgn Setup page.

 

A képen szöveg, Betűtípus, sor, szám látható Előfordulhat, hogy az AI által létrehozott tartalom helytelen.

 

The role of the fields available on the page is described in the following list:

  • Code: Enter unique value of your choice for your template
  • Description: Enter the name of the template, which can easily identify its role
  • Document Type: Specifies the document type to which the template should be applied. Currently only the Invoice and Credit Memo types are supported, so make sure to choose one of these.
  • Table No.: Specifies the table in Business Central in which the document to be signed is stored. These values are fix, so make sure to use the ones below per document types:
    • 112: Posted Sales Invoice
    • 114: Posted Sales Credit Memo
    • 5992: Posted Service Invoice
    • 5994: Posted Service Credit Memo
  • Table Name: Specifies the name of the related table
  • Signature Type: Specifies the type of signature to be used on the document
    • PADES: Create PDF signature, attachments are embedded in the main PDF document before signing
    • XADES: Create a so-called e-file format signature, which is the standard signature format, mainly used in public administration
    • More information about signature types can be found here: https://www.microsec.hu/hu/pki-blog/xades-alairas-tipusok
  • Signature Type Level: Setting that affects the validity period of the signature created
    • Baseline-B: Electronic signature without timestamp
    • Baseline-T: Electronic signature with timestamp (recommended!)
    • Baseline-LT and Baseline-LTA: Long term signature types, possibly with archiving service providers
  • XMLport ID: Specifies which Business Central system element must be used to create the XML file that must be attached to the electronic document. Make sure to use the following values for the different documents:
    • Posted Sales Invoice: 42019592
    • •Posted Sales Credit Memo: 42019593
    • •Posted Service Invoice: 42019594
    • •Posted Service Credit Memo: 42019595


These default settings can be also imported into the Business Central system with the Configuration package attached.