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Registering a série with the AT

A guided task for the merchant or their SAGE partner. Use it when a store's Documents & SAGE codes page, in Stores, says its série has no AT code, or that it lacks the till close document (FCX) (the série has no till close document). In zrsPOS the task is under the store: Stores › the store › Register a série with the AT.

Why it is needed. Every certified document is issued in a série that the AT (Autoridade Tributária) knows, for that document type. The AT gives the série a validation code, and that code is part of the document's ATCUD. It is required for certified documents, and SAGE can refuse a document without it, for example a credit note whose original has an AT code (series not communicated). SAGE's API cannot create a série or register one, so this is done in SAGE.

What must be true at the end

For each store that sells, in its own série:

  • the sales documents (FS, and FR) have an AT validation code;
  • the credit note the store uses (NC or NRE, the store's returns document in its Documents & SAGE codes) has an AT validation code;
  • the till close document (FCX) is available, when the close is sent to SAGE;
  • the série is linked to the store (the SAGE store with the warehouse and till).

Steps in Sage 50c

Menu names change slightly between Sage versions, so your Sage partner will know where each one is. In order:

  1. Create the série for the store, for each document type above. Use a série name that identifies the store, for example the store's initials. When the store's closes go to SAGE, enable the till close document (FCX) on this store's série too: without it SAGE has nowhere to record the close.
  2. Link the série to the store (the Sage store that holds the store's warehouse and till).
  3. Communicate the série to the AT, with Sage's function for communicating séries. The AT answers with a validation code for each série and document type.
  4. Make sure the code was saved on the série. Sage keeps it with the série's document types.

If you only need the credit note to work now, you can keep returns in the store's sales série: in the store's Documents & SAGE codes, set the returns série to Same as sales.

Check

On the task's page in zrsPOS, press Check again. zrsPOS reads from SAGE the AT code of each série and document type, and the store's série problem goes away when every one is there.

Common causes

  • A new série was created in SAGE but not yet communicated to the AT.
  • The série was communicated for FS and FR but not for the credit note (NC or NRE), or the other way round.
  • The série belongs to another store.
  • The till close document (FCX) was never enabled on the store's série (closes are sent to SAGE but SAGE cannot record them).

Still stuck? Write to support@zrspos.com with the code shown on the page.