EAAutoCollectSignAndSentEInvoice

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Purpose

This action automates the complete e-invoice submission process for tax authorities. It collects eligible documents, creates submission batches, digitally signs them, and sends them to the tax authority - all in one automated workflow.

When to Use This Action

  • Automated E-Invoice Submission: When you want to automatically submit e-invoices to tax authorities
  • Scheduled Tax Compliance: As part of scheduled tasks for regular tax submissions
  • Bulk Document Processing: When handling large volumes of invoices that need tax authority submission

How It Works

  1. Document Collection: Finds documents matching the specified criteria
  2. Batch Creation: Groups documents into submission batches (max 500 per batch by default)
  3. Document Creation: Creates TaxAuthoritySubmissionDoc records
  4. Digital Signing: Signs the documents using the e-signature server
  5. Tax Authority Submission: Sends the signed documents to the tax authority
  6. Asynchronous Processing: Uses background threads for signing and submission

Parameters Required

Parameter 1: Submission Document Book (Required)

  • What it is: The document book to use for creating submission documents
  • Format: Document book code or ID
  • Purpose: Determines numbering and classification of submission documents

Parameter 2: Tax Payer Configuration (Required)

  • What it is: The tax configuration that defines submission settings
  • Format: Tax payer configuration code
  • Purpose: Contains tax authority connection details and signing certificates

Parameter 3: Entity Type (Required)

  • What it is: The type of documents to collect and submit
  • Format: Entity type name from the system
  • Purpose: Determines which documents will be included in the submission

Parameter 4: Max Lines Per Submission Document

  • What it is: Maximum number of document lines per submission batch
  • Format: Integer number
  • Default: 500 (if not specified)
  • Purpose: Controls batch size to avoid overly large submissions

Parameter 5: Collect When Query Matched

  • What it is: SQL condition to filter which documents to include
  • Format: SQL CASE statement that returns 1 (include) or 0 (exclude)
  • Example: select case when {description1} like 'ABC%' then 1 else 0 end
  • Purpose: Allows conditional collection based on document properties

Parameter 6: Created Submission Extra Fields Map

  • What it is: Additional field values to set on the submission document
  • Format: fieldName="value" pairs
  • Example: branch="ABC"
  • Purpose: Allows setting custom fields on the created submission documents

Process Flow

Step 1: Document Collection

  • Searches for documents matching the entity type and collection criteria
  • Applies the "Collect When Query" filter if specified
  • Groups documents by their tax configuration

Step 2: Batch Processing

  • Splits collected documents into batches (default 500 lines per batch)
  • Creates a separate TaxAuthoritySubmissionDoc for each batch
  • Sets the document book, value date, and custom fields

Step 3: Digital Signing

  • Generates e-invoice XML documents
  • Sends documents to the e-signature server for signing
  • Processes signing results and handles any signing errors

Step 4: Tax Authority Submission

  • Submits signed documents to the tax authority
  • Handles submission responses and error conditions
  • Updates document status based on submission results

Important Notes

⚠️ CRITICAL WARNINGS:

  1. Automated Process: This action runs completely automatically - ensure all parameters are correct before scheduling
  2. Tax Compliance: Incorrect submissions can cause tax authority penalties
  3. Digital Signatures: Requires properly configured e-signature server and valid certificates
  4. Background Processing: Signing and submission happen asynchronously - check logs for completion status
  5. Batch Limitations: Large batches may take significant time to process

Common Configuration Patterns

Pattern 1: Daily Invoice Submission

Parameter 1: [SubmissionBookCode]
Parameter 2: [TaxPayerConfigCode]
Parameter 3: [InvoiceEntityType]
Parameter 4: 500
Parameter 5: (empty - submit all)
Parameter 6: (empty)

Pattern 2: Conditional Submission by Branch Code

Parameter 1: [SubmissionBookCode]
Parameter 2: [TaxPayerConfigCode]
Parameter 3: [InvoiceEntityType]
Parameter 4: 200
Parameter 5: select case when {branch.code} = 'MAIN' then 1 else 0 end
Parameter 6: submissionType="BRANCH_MAIN"

Monitoring and Troubleshooting

Success Indicators

  • Submission Documents Created: Check for new TaxAuthoritySubmissionDoc records
  • Digital Signatures: Verify documents are properly signed
  • Tax Authority Response: Check submission status in the documents

Common Issues

"No documents collected"

  • Check the entity type parameter
  • Verify the collection query syntax
  • Ensure documents exist and meet the criteria

"Signing failed"

  • Verify e-signature server is running and accessible
  • Check certificate validity and configuration
  • Review signing server logs for detailed errors

"Submission failed"

  • Verify tax authority connection settings
  • Check network connectivity
  • Review tax authority response messages

"Process hangs or takes too long"

  • Consider reducing batch size (Parameter 4)
  • Check server resources and performance
  • Review executor service thread status

Log Monitoring

Monitor these log entries:

  • SEND E-INVOICE : Start processing document with code [X]
  • Signing server connection status
  • Tax authority submission responses

SQL to Check Results

-- Check recent submission documents
SELECT id, code, valueDate, documentStatus 
FROM TaxAuthoritySubmissionDoc 
WHERE creationDate > DATEADD(day, -1, GETDATE())
ORDER BY creationDate DESC

-- Check submission lines
SELECT tas.code, tasl.documentId, tasl.submissionStatus
FROM TaxAuthoritySubmissionDoc tas
JOIN TaxAuthoritySubmissionLine tasl ON tas.id = tasl.parentId
WHERE tas.creationDate > DATEADD(day, -1, GETDATE())
  • Manual E-Invoice Submission: For individual document submissions
  • Tax Authority Configuration: Setup of tax authority connection settings
  • Document Status Monitoring: Tracking submission and response status

Module: core
Full Class Name: com.namasoft.infor.domainbase.util.actions.EAAutoCollectSignAndSentEInvoice