1. U4 ERPx
  2. Business cases
  3. VAT Statement XML Generation & Archiving

VAT Statement XML Generation & Archiving

Automated extraction, formatting, XML generation, validation, and ERP document archiving for Swedish VAT (MomsDek) reporting, triggered by GL04 execution.

Key APIs used

  • GET /v1/objects/companies?select=companyId,companyName – Retrieve ERP companies to identify the legal entity for which the VAT automation must run.

  • GET /v2/objects/document-types?companyId={companyId}&filter=documentType eq '{documentType}' and status eq 'N'&select=documentType,status&limit=1 – Validate that the configured document type exists and is active.

  • GET /v1/objects/report-variants?companyId={companyId}&filter=reportName eq 'GL04' and variant eq {variantId} – Validate that the GL04 report variant parameter is valid and configured in ERPx.

  • GET /v1/objects/vat-statements?companyId={companyId}&filter=batchId eq '{batchId}'&select=amountType,batchId,companyId,repCurrency,repPeriod,statementInformation(*)&orderBy=statementInformation/groupNumber asc – Retrieve VAT statement transaction data for the specific GL04 batch.

  • GET /v1/companies/{companyId} – Retrieve company-level master data used for file naming and XML context.

  • POST /v1/documents – Store the generated Swedish VAT XML file into ERPx Document Archive together with all the required metadata.

Integration workflow

sequenceDiagram
    participant ERP as ERPx APIs
    participant EIT as Integration/Extension Toolkit

    Note over ERP,EIT: Trigger: GL04 VAT Statement executed with "Execute Updating" enabled

    ERP->>EIT: 1. GL04 execution event (companyId, batchId, variantId)

    EIT->>ERP: 2. GET /v1/objects/companies
    ERP-->>EIT: Company information

    EIT->>ERP: 3. GET /v2/objects/document-types
    ERP-->>EIT: Document type validation
    
    EIT->>ERP: 4. GET /v1/objects/report-variants
    ERP-->>EIT: Variant exists or is invalid
  
    EIT->>ERP: 5. GET /v1/objects/vat-statements (filtered by batchId)
    ERP-->>EIT: VAT transaction data set

    EIT->>ERP: 6. GET /v1/companies/{companyId}
    ERP-->>EIT: Company master data (used for XML + filename)

    Note over EIT: Transform VAT statement data → XML format 

    EIT->>ERP: 7. POST /v1/documents (XML + metadata)
    ERP-->>EIT: File stored successfully


    Note over ERP,EIT: Result: XML file archived with traceable naming and metadata

For detailed API specifications, request/response formats, and authentication details, refer to: