KSA Tax Authority (ZATCA) Integration Solution Feature Showcase in Microsoft Dynamics 365 Finance
Today, we’re diving deep into the PKR ZATCA Integration Solution, a powerful tool designed for businesses operating in Saudi Arabia. This solution has been crafted to ensure that sales invoices comply with the requirements set forth by the Zakat and Tax Authority (ZATCA). Whether you're dealing with B2B or B2C transactions, this integration allows for seamless synchronization of invoices with ZATCA’s FATOORA portal.
Understanding the Need for ZATCA Integration
The introduction of mandatory e-invoicing in Saudi Arabia has transformed how businesses operate. Companies must onboard and synchronize sales invoices to comply with ZATCA regulations. The deadlines vary: B2C transactions require integration within 24 hours, while B2B transactions need to be acknowledged before issuance to the customer. This integration solution is not just about compliance; it’s also about enhancing operational efficiency and data security.
Key Features of the PKR ZATCA Integration Solution
The PKR ZATCA Integration Solution is packed with features that streamline the invoicing process. Here’s what you can expect:
- Onboarding Services: This feature enables businesses to onboard their B2C or B2B operations onto the FATOORA portal.
- Renewal Services: Renewal of digital certificates issued by ZATCA is crucial for maintaining compliance.
- Compliance Services: The solution ensures that your invoicing practices conform to ZATCA requirements, including how to handle debit notes and credit notes.
- Integration with FATOORA: Easily integrate B2C and B2B invoices with the ZATCA FATOORA portal.
- Automated Pull and Push Services: Set intervals to pull invoices from Dynamics 365 and push them to the FATOORA portal.
- QR Code Generation: Generate QR codes that meet Phase-2 requirements.
- Internal Validation: Validate invoices internally to rectify issues before submission.
Onboarding and Compliance Services
The onboarding process is vital for ensuring that your solution adheres to ZATCA standards. Initially, you will receive a preliminary certificate, which is critical for compliance. The renewal of this certificate involves ensuring that your invoicing practices remain aligned with ZATCA's requirements.
In addition, the compliance services check whether your invoices are formatted correctly, including debit and credit notes. This ensures that when you submit your invoices, they meet all necessary standards.
B2C and B2B Invoice Integration
The integration solution caters to both B2C and B2B transactions, which is essential as businesses have varying requirements.
B2C Invoice Integration
For B2C, the integration solution allows for the automated pulling of simplified invoices from the retail and commerce module. Once pulled, these invoices can be converted into the required XML format and pushed to the FATOORA portal.
B2B Invoice Integration
On the other hand, B2B transactions require a more formal approach. The invoices are pulled from the accounts receivable or sales module, ensuring they are prepared for submission to ZATCA.
Automated Pull and Push Services
One of the standout features of the PKR ZATCA Integration Solution is its automated pull and push services. Businesses can schedule these services to run at specified intervals, ensuring invoices are processed efficiently.
- Pull Service: This service pulls invoices from the relevant modules at set intervals, such as every 10 or 30 minutes, depending on your business needs.
- Push Service: After the invoice data has been prepared, this service pushes the ready invoices to the FATOORA portal and retrieves acknowledgments from ZATCA.
QR Code Generation
As part of the Phase-2 requirements, the solution also includes QR code generation. This is a crucial feature that ensures your invoices are compliant with ZATCA regulations.
Internal Validation Process
Internal validation is another critical aspect of the PKR ZATCA Integration Solution. Before any invoice is submitted to the FATOORA portal, it undergoes a validation process to identify and rectify any potential errors. This proactive approach minimizes the risk of invoice rejection by ZATCA.
Exploring the PKR Z Parameters
Let’s delve into the various tabs available in the PKR Z parameters. Each tab serves a specific function that enhances the overall functionality of the integration solution:
General Tab
This tab allows you to enable or disable the solution and set the onboarding date. You can also define whether you're in simulation or production mode.
Company Info Tab
Here, you’ll input essential details such as tax information, company registration numbers, and national addresses. These details are crucial for compliance.
B2B and B2C Certificate Tabs
These tabs store information related to the digital certificates required for compliance. You can track issuance and expiration dates, ensuring you remain compliant.
Customer Types Tab
This tab allows you to map ZATCA customer types to your existing customer groups in Dynamics 365, ensuring smooth integration.
Payment Methods Tabs
In these tabs, you can map various payment methods available in ZATCA with those in your Dynamics 365 setup, ensuring seamless transactions.
Tax Code Parameters
This section allows you to define different tax codes, including zero-rated and exempt categories, which are essential for accurate invoice processing.
Stores Including Tab
For B2C transactions, this tab enables you to enable or disable specific stores, providing flexibility in managing your retail operations.
Request Configuration Tab
This tab manages licensing details and ensures the solution operates effectively within the defined parameters.
Unit of Measure Mapping Tab
Here, you can map units of measure according to ZATCA's requirements, ensuring compliance with international standards.
Integration Logs
The integration logs for both B2C and B2B transactions keep a comprehensive record of all invoice activities. This includes:
- Invoice status updates
- XML details
- QR code generation
- Acknowledgments from ZATCA
Conclusion
The PKR ZATCA Integration Solution is a comprehensive tool that not only ensures compliance with ZATCA regulations but also enhances operational efficiency. By integrating seamlessly with Microsoft Dynamics 365, businesses can focus on their core activities while maintaining compliance with mandatory e-invoicing requirements.
If you’re interested in implementing this solution or have any questions, feel free to reach out via email at
Thank you for joining us on this exploration of the PKR ZATCA Integration Solution!