Notes on Portuguese fiscal rules in Dynamics 365 Finance & Operations
I'm a developer working on the Portuguese fiscal side of D365FO, in X++. This is the part of the system that has to satisfy the Autoridade Tributária, not just the business process owner.
Portugal isn't just a configuration profile. It has its own document-signing regime, its own series registration, its own pre-shipment reporting duty and its own audit-file schema. None of that is hard to read about, the legislation is public. What's hard is applying it correctly, especially on a platform that releases eight times a year and runs the same code for every country.
This site is where I write down what I'm learning. It's a set of notes, not a portfolio and not a service page.
What I write about
- SAF-T PT, schema fidelity, account mapping, and what changes when the export stops fitting in memory.
- Certified invoicing, document signing, hash chains per series and document type, and the constraints certification puts on ordinary product decisions.
- ATCUD, series and QR codes, series registration with the AT, validation codes, and the difference between a numbering sequence and a fiscal object.
- Transport documents, communicating movements before the goods move, and what that does to a warehouse process designed elsewhere.
- ALM on D365FO, versioning and pipelines, and what it takes to keep a localization working across platform releases.
Notes
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What the 2027 signature deadline actually means for an ERP
Portugal keeps pushing back the qualified-signature requirement for e-invoices. I looked into why it's not just an extension of the hash chain ERPs already implement.
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What I've learned about Portuguese fiscal compliance in D365FO
A few notes on why Portugal keeps getting scoped too late in D365FO rollouts, and what that means for the software itself.
Developer, D365FO/X++. MB-500 (Dynamics 365: Finance and Operations Apps Developer Associate). Based in Porto, Portugal. Reachable at joao@joaonunes.pt.