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Author's profile photo Vitor Eduardo Seifert Bazzo

Special archiving requirements for Italy (conservazione sostitutiva)

Introduction

The Italian mandate for electronic invoicing contains an additional set of requirements for archiving, called conservazione sostitutiva. These requirements are not present in other countries and are not part of the standard scope of SAP Document Compliance.

Options

According to the Italian law, there are two possible options to cover this requirement:

  1. Procure a third-party provider. The list of available accredited high-quality providers can be found on the website of AGID.
  2. Since January 2019, it is also possible to use the free service provided by SOGEI (the provider from the Italian tax agency). Go to the government portal, select Fatturazione elettronica and look for the free service for digital archiving. This service is as compliant as the third-party offerings.

If you choose to enable this requirement through a third-party provider, the Document Compliance solution offers two options: build the integration on the backend or use the communication platform.

Integration with third-party on the backend

The integration on the backend enables automatically executing the necessary steps to send the relevant files (invoices and related messages) to the provider before executing the usual archiving. This can be accomplished using a BAdI delivered with the following notes:

Prerequisites of Archiving BAdI for Italy:

  • Notes 2828767 and 2810826

Archiving BAdI notes for Italy:

  • 2832913 – eDocument Italy: Prerequisite for SAP Note 2814431
  • 2814431 – eDocument Italy: Enhancements
  • 2870763 & 2170013 – Documentation

Integration with third-party on the communication platform

During the communication of the invoices using SAP Cloud Platform Integration Suite, additional steps can be executed by the communication platform. For example: the digital signature is done by calling an external provider before finally sending the invoice to the web service of the tax authorities. The same approach can be taken for archiving. The delivered integration packages for Italy can be modified to send the invoices to an archiving third-party service after they are accepted by the tax authorities. The process orchestration and which messages need to be exchanged are defined by each service provider.

SAP Document Compliance – Electronic Invoicing for Italy on the SAP API Business Hub

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      6 Comments
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      Author's profile photo Tamborra Fabio
      Tamborra Fabio

      Hi SAP,

      about "Integration with third-party on the communication platform", would it be possible to modify the integration package without losing the SAP warranty and being able to apply the standard SAP package updates as now?

      Regards

      Author's profile photo Vitor Eduardo Seifert Bazzo
      Vitor Eduardo Seifert Bazzo
      Blog Post Author

      Hello Fabio,

      Modifying the integration package also prevents performing automatic updates, as your modifications might be overwritten. In this case, the guidance would be to get the updated package from SAP and make your modifications again on top of the new package.

      Author's profile photo Tamborra Fabio
      Tamborra Fabio

      Hi Vitor,

      the updates of Italy Document Compliance SAP standard package are released every month, it doesn't seem like a stable solution, do you agree?

      Regards

      Author's profile photo Vitor Eduardo Seifert Bazzo
      Vitor Eduardo Seifert Bazzo
      Blog Post Author

      Hi Fabio,

      The standard package is only updated if there are legal changes that require major reworks - like a new XSD version. This does not happen so often and the trend is that less legal changes are required as previous gaps are covered in the new versions.

      Author's profile photo Tamborra Fabio
      Tamborra Fabio

      Hi Vitor,

      please check better what you write; in the last few years I have applied the updates of package several times for: bugfixing, additional features, legal changes, according with new OSS ABAP notes released for the back-end.

      My question remains: would it be possible to modify the integration package without losing the SAP warranty and support in case of issues?

      Thanks and regards

      Author's profile photo Back Office
      Back Office

      Hi Vitor,

      Would it be possible to include the archiving communication with SOGEI (the provider from the Italian tax agency) using the SAP Cloud Platform Integration? If so, what would be the steps to be followed?