Setting up eDocuments and the Continia Delivery Network
- 8 min.
For many companies, a Continia partner handles the setup of eDocuments and onboarding to the Continia Delivery Network.
What is involved in the setup and onboarding for eDocuments?
The eDocuments functionality is part of the Essential module of Document Capture, supplied at no extra subscription cost. Much of the necessary configuration is also completed during the installation of Document Capture, however your company will need to go through a registration process to connect to the Continia Delivery Network (CDN).
Check your own setup in the CDN
If you’re unsure that your company is set up for sending orders through the CDN, you can quickly check this in Business Central.
- Search for Continia Delivery Network Participations.
If you’re ready to send orders, this page shows:
- At least one line, with bold green text.
- The Registration Status column shows Connected for this line.
- The Test Mode checkbox is not selected for this line.
- The Network Profiles FactBox for this line includes a profile for
- Purchase documents, if you want to send eOrdering documents – and the Profile Role shows either Customer or Both.
- Sales documents, if you want to send eBilling documents – and the Profile Role shows either Supplier or Both.
Consejo
If Continia eDocuments is already set up at your company, you can skip to the next relevant unit.
Configure eDocuments for your company requirements
You can complete most of the necessary configuration steps on the Continia eDocuments Setup page. This unit highlights only some of the basic options on the page. The Continia Docs article on setting up Continia eDocuments covers these options comprehensively.
Importante
It’s recommended to ask your Continia Partner to guide you through the setup processes for eDocuments.
On the General FastTab, there are two options that you might find useful.
- Test Mode allows you to test the functionality of eDocuments before you send anything over a live network connection.
- Attach PDF to eDocuments will automatically generate and attach a PDF version of posted documents to XML files sent with the eDocument functionality.
On the eDocument Response FastTab, you can choose to automatically send eOrder and eBiilling responses and updates. If you choose to manually send these, you are able to skip the sending of responses and updates for each eDocument.
From this page, you can also adjust XML structures, but this is not usually necessary. The Continia Docs article at XML structures covers the details.
If your company is upgrading from an earlier version of Document Capture, you may need to import new eDocument templates and convert existing XML templates so that they can be used as eDocuments.
Onboard and connect to the Continia Delivery Network
After you have the eDocument functionality setup in Document Capture, it’s time to establish network connections for your company. The Continia Delivery Network (CDN) is an access point connected to the Peppol and NemHandel eDocument networks.
Importante
It’s recommended to ask your Continia Partner to guide you through the onboarding processes for the CDN.
The onboarding process for the CDN involves registering to create one or more participations to eDocument networks – Peppol, or NemHandel, or both. During the registration process for the CDN, you need to specify what types of network profiles are suitable for your company.
Some common scenarios include:
| Scenario | Participation details |
|---|---|
| A company that is required to join a national network (e.g.: NemHandel), but also needs to connect to a network for international customers and vendors. | Create separate CDN registrations for each network. |
| A company that needs to register using multiple identification types, such as VAT number and GLN. | Create separate CDN registrations for each Identifier Type and ID. |
| A company with more than one entity, and each entity needs to be connected separately to eInvoicing networks. | Create separate CDN registrations for each entity. |
| A company that only wants to receive eDocuments, but not send them (or vice versa). | Register with network profiles for the supplier profile role to send and receive sales documents and updates, or the customer profile role to send and receive purchase documents and updates. The profile role both allows sending and receiving both purchase and sales documents. |
| A company needs to use eDocuments only for ordering, not for invoicing. | Register with profile types lines for ordering only. Either use a network profile group, or select individual network profiles as needed. |
Consejo
Continia handles the manual validation for each registration with a formal Know Your Customer (KYC) check, which typically takes 2-4 business days. Check the Continia Docs article about setting up the Continia Delivery Network to make sure you have all the necessary information ready for a smooth registration. You can check the registration status from the Continia Delivery Network Participations page in Business Central.
Configure payment means
It’s possible to define payment means within the eDocuments you send, such as invoices or credit memos. Continia provides a default configuration, which can be imported from Continia Online. You can also create custom payment means for a company, bank account, or customer. For more details, read the Continia Docs article about Using payment means in eDocuments.