Magdalena Stypczyńska
Senior Sales Specialist
Opiekun produktu
Fiscalization in the ERP system: fiscal documents in compliance with local requirements
Fiscalization is a solution developed by IT.integro to enable issuing and printing receipts on fiscal printers directly from Microsoft Dynamics 365 Business Central. The application streamlines key processes that are part of preparing documents that validate transactions with retail customers. In addition the system’s standard functionalities and processes, the Fiscalization application provides functional extensions that facilitate fast and efficient recording of fiscal sales transactions.
System administrators can configure fiscal printers using required protocols, create fiscal documents such as fiscal receipts and invoices for fiscal receipts. The functionality of the application also allows users to manage returns and prepare collective fiscal receipt statements.
The solution consists of:
- the Fiscalization Base App providing basic structures and settings,
- the Fiscalization Extension PL, extension which includes functionalities and additional elements designed for specific processes required by Polish the regulations.
Depending on the architecture of the customer’s solution, it is possible to properly configure communication with the fiscal printer using standard channels dedicated to cloud and on-premises solutions.
What problems can be solved with Fiscalization?
Full compliance with local legal requirements
The application ensures the accuracy of retail transaction records in the system. When working...
Full compliance with local legal requirements
The application ensures the accuracy of retail transaction records in the system. When working with the application, the user can be confident that all activities are performed in compliance with with local fiscalization requirements. The application ensures efficient communication between Dynamics 365 Business Central and fiscal printers in companies operating in Poland. Thanks to flexible architecture, the application can be adapted to the requirements in other countries.
Easier reporting
Companies gain valuable functionality for creating collective statements including all fiscal receipts in a...
Easier reporting
Companies gain valuable functionality for creating collective statements including all fiscal receipts in a given period, which is used, for example, to provide retail transaction reports such as the JPK VAT file (SAF-T).
Full compatibility of Fiscalization with the Polish Localization application enables correct reporting of fiscal sales in the JPK VAT declaration. The reports include a collective statement marked with the RO attribute, as well as invoices to fiscal receipts that are marked with FP attribute.
Flexible communication setup for fiscal printers
Communication between Dynamics 365 Business Central and fiscal printers is based on a standard...
Flexible communication setup for fiscal printers
Communication between Dynamics 365 Business Central and fiscal printers is based on a standard service available within the Microsoft Azure solution catalog. By using the standard communication solutions, the application allows for flexible configuration of connections with fiscal printers based on the customer’s environment. For cloud installations, a solution leveraging Azure Service Bus Relay is available. In the case of on-premises environments, depending on the requirements and structure of the customer’s solution, an additional option is available enabling the use of a local agent operating in the local network.
Support the most popular printer communication protocols
The base application supports the three most popular communication protocols used by manufacturers of...
Support the most popular printer communication protocols
The base application supports the three most popular communication protocols used by manufacturers of fiscal printers: Posnet, Thermal and Elzab. The solution’s flexibility allows for easy extension with new protocols in the future, if needed.
Functionality of Fiscalization
Set up printers and connections to Dynamics 365 Business Central
Więcej
Set up printers and connections to Dynamics 365 Business Central
Thanks to its flexible configuration capabilities, the application can be integrated simultaneously with many devices using different communication protocols, incl. Posnet, Thermal or Elzab.
Creating documents and fiscal receipts
Więcej
Creating documents and fiscal receipts
The application allows you to prepare fiscal documents in accordance with local regulations. Fiscal receipts can be posted based on a sales order document as well as a sales invoice. Fiscalization Extension PL also provides functionality for posting invoices that were issued for fiscal receipts along with the appropriate VAT attribute assigned.
The process of posting a fiscal receipt invoice can be performed in two steps, i.e. the fiscal receipt is posted first and, then at a certain time interval, a fiscal receipt invoice at the customer’s request. In one step, it is possible to post a fiscal receipt and automatically – a fiscal receipt invoice with the appropriate FP tag.
Returning single or all items listed on a fiscal receipt
Więcej
Returning single or all items listed on a fiscal receipt
Users can use the functionality of correcting a posted fiscal receipt in case of error or when the customer returns an item. The return for a fiscal receipt is recorded using the standard return order document that is linked to the corrected fiscal receipt. If an invoice has already been issued for the fiscal receipt, corrections can be made by creating a credit memo for the invoice.
Preparing a summary of fiscal receipts for a given period
Więcej
Preparing a summary of fiscal receipts for a given period
The application provides the functionality of preparing a fiscal receipt statement for a specified period. If fiscal receipts are posted within the system, they should be included in a collective statement marked as RO for VAT purposes. Using a dedicated action in the general journal, the user can easily prepare the required posting entries, which will be shown correctly in the JPK VAT file with the declaration.
Set up printers and connections to Dynamics 365 Business Central
Thanks to its flexible configuration capabilities, the application can be...
Set up printers and connections to Dynamics 365 Business Central
Thanks to its flexible configuration capabilities, the application can be integrated simultaneously with many devices using different communication protocols, incl. Posnet, Thermal or Elzab.
Creating documents and fiscal receipts
The application allows you to prepare fiscal documents in accordance...
Creating documents and fiscal receipts
The application allows you to prepare fiscal documents in accordance with local regulations. Fiscal receipts can be posted based on a sales order document as well as a sales invoice. Fiscalization Extension PL also provides functionality for posting invoices that were issued for fiscal receipts along with the appropriate VAT attribute assigned.
The process of posting a fiscal receipt invoice can be performed in two steps, i.e. the fiscal receipt is posted first and, then at a certain time interval, a fiscal receipt invoice at the customer’s request. In one step, it is possible to post a fiscal receipt and automatically – a fiscal receipt invoice with the appropriate FP tag.
Returning single or all items listed on a fiscal receipt
Users can use the functionality of correcting a posted fiscal...
Returning single or all items listed on a fiscal receipt
Users can use the functionality of correcting a posted fiscal receipt in case of error or when the customer returns an item. The return for a fiscal receipt is recorded using the standard return order document that is linked to the corrected fiscal receipt. If an invoice has already been issued for the fiscal receipt, corrections can be made by creating a credit memo for the invoice.
Preparing a summary of fiscal receipts for a given period
The application provides the functionality of preparing a fiscal receipt...
Preparing a summary of fiscal receipts for a given period
The application provides the functionality of preparing a fiscal receipt statement for a specified period. If fiscal receipts are posted within the system, they should be included in a collective statement marked as RO for VAT purposes. Using a dedicated action in the general journal, the user can easily prepare the required posting entries, which will be shown correctly in the JPK VAT file with the declaration.
Price list
Subscription
online
on-premises
Base + 1 user
40
/ month
Additional user
10
/ month
Perpetual license
on-premises
Base + 1 user
1100
+ EP
Additional user
100
+ EP
• EP – the Enhancement Plan fee which amounts to 19% of the license value.
• The license fee is calculated for each Dynamics 365 Business Central tenant separately.
• The above prices do not include taxes.
Ask me about the application
Fiscalization
Product specialist
Magdalena Stypczyńska
Senior Sales Specialist
Important links
Check out the list of links and get quick access to materials, reports and key resources.
Our vision for the application
Our Fiscalization application is the response to the requirements of companies that must maintain correct records of all retail transactions as part of Microsoft Dynamics 365 Business Central sales processes. The solution has been designed in such a way that the core process of recording sales transactions in the system remains unchanged, while keeping application development of the standard application simple and understandable for users. By adopting a modular approach in development, we ensure further expandability without the risk of interfering with the main processes. In addition, leveraging modern solutions from the Azure family, we offer a wide range of configuration and use options, especially taking into account the transition of other business solutions to online environments.
Wojciech Kwiczor
Wojciech Kwiczor, Product Development Manager
Check out our other apps
Discover solutions that support business growth and automate processes. Take advantage of modern IT tools tailored to your company's needs!
HR & Payroll Manager
HR and payroll services in the ERP system
Applications for Polish companies
Author applications
HR and payroll applications
Bonuses & Accruals
Retrospective bonuses and rebates with real-time accruals posting
Applications for trading companies
Author applications
Advanced Intercompany
Managing and tracking intercompany transactions in real-time
Applications for capital groups
Author applications
Advanced Product Configurator
Products customization for trading and manufacturing companies
Applications for trading companies
Author applications
Production applications
Electronic Banking
Electronic banking in ERP system: Integration with local banks in multiple countries
Applications for capital groups
Applications for Polish companies
Author applications
Master Data Management System
Synchronization and exchanging master data across multiple Dynamics 365 Business Central tenants and databases
Applications for capital groups
Author applications
Cash Desk Management
Improved cash operations, transactions and reporting
Applications for trading companies
Author applications
Advanced Cost Allocations
Parallel Posting, Manufacturing Cost Allocation and Calculation
Author applications
Production applications
Intercompany Insights
Insight into inventory availability and customer balance overviews across companies within the group
Applications for capital groups
Applications for trading companies
Author applications
Polish Localization
Comply with Polish taxation and invoicing requirements
Applications for Polish companies
Author applications