Table of Contents

Peppol in 3PL Dynamics

Version: 3PL Dynamics v26.21 or later is required.

What Peppol is

Peppol is a closed network for exchanging electronic business documents securely. Only certified parties may send or receive on the network. Documents use UBL XML. To send through Peppol you need a Peppol provider (certified access).

This guide covers:

  1. Master data needed for valid UBL output
  2. Two ways to produce UBL and connect to a provider
  3. Sending profiles and how posting uses them

Master data

3PL Dynamics shows validation errors when Peppol-related data is missing or wrong—use those messages together with the checklist below.

Area What to verify
Company information Complete and consistent with legal entity
VAT Codes aligned with Peppol codelists (see links below)
Units of measure UN/ECE Rec 20 codes where applicable
Customers Party identifiers, VAT, address, and sending profile

Microsoft – electronic documents (general setup): Set up electronic document sending and receiving

Peppol codelists (3.0 billing):

Two ways to create UBL

Approach When to use
Document Sending Profile XML is generated at posting; you point 3PL at the right format and optionally the provider’s integration.
E-Document services & workflows Microsoft’s E-Document model; install provider apps from AppSource and wire workflows.

E-Documents is usually preferable, but the right choice depends on how your Peppol provider integrated with 3PL Dynamics.

Option A — Send using Document Sending Profile

1. Electronic document format

On the Electronic Document Formats page, assign the codeunit that generates your UBL XML.

Microsoft’s setup guide: Electronic document sending and receiving

3PL Dynamics replaces the standard codeunits for Peppol-style output:

Document Standard 3PL codeunit 3PL Dynamics codeunit
Sales invoice 1610 71540462
Sales credit memo 1611 72269634

2. Document Sending Profile

  1. Open Document Sending Profiles and create a profile.
  2. Electronic Document: choose Through Document Exchange Service.
  3. Format: select the Electronic Document Format you configured for 3PL Dynamics.
  4. API: if your provider’s app expects it, select the provider here (when the extension works this way).

Option B — Send using E-Document services and workflows

Overview: E-Documents in 3PL Dynamics

Setup is easiest to describe backwards from how the posting run actually executes.

Install the provider app

  1. Open E-Document Services.
  2. Use the related action Install E-Document integrations from AppSource.
  3. On Microsoft AppSource apps, use View on AppSource to confirm the app is for your Peppol provider.
  4. Install from AppSource or from the Microsoft AppSource apps list.
  5. On the App overview page, use Install App if shown.

Create the E-Document service

  1. On E-Document Services, create a new line.
  2. Document Format: 3PL Peppol.
  3. Service Integration: select the Peppol provider app you installed.

Workflow templates

  1. Open Workflow Templates and confirm the E-Document category includes:
    • Send to multiple services
    • Send to one service
  2. If they are missing, on Workflow Templates run Reset Microsoft Templates (Actions).

Create the workflow

  1. Open Workflows → New Workflow from Template.
  2. Choose Send to one service.
  3. In the lower grid, in Then Response, open Send E-Document using setup:.
  4. Select the E-Document Service you created earlier.

Document Sending Profile for E-Documents

Posting still uses Document Sending Profiles to decide what happens to output.

  1. Document Sending Profiles → new profile.
  2. Electronic Document: Extended E-Document Service Flow.
  3. Electronic Document Service Flow Code: the workflow you created.

Customers, profiles, and posting

Customer card

  • Field Document Sending Profile (add via personalization if needed): set the profile for that customer.
  • To default Peppol for all customers, use Default on Document Sending Profiles (only one profile can be default).

Post and send

  1. Open Sales Invoices, open a document.
  2. Posting → Post and Send…
  3. Confirm or change the suggested Sending Profile.

Testing without a live send

For safe testing:

  1. Create a Document Sending Profile with Electronic Document = Disk.
  2. Set Format to the same electronic document format you configured under Electronic Document Formats.

3PL will offer the file in the browser; it lands in the usual Downloads folder.

Edit this page