The Initial Document Upload is the legacy upload mode that Spanish tax authorities required for sales documents posted between 1 January 2017 and 30 June 2017, when the SII (Suministro Inmediato de Información) regime first came into force on 1 July 2017. LS Central still ships this upload mode so that customers migrating historical data from that period can flag those documents correctly to AEAT.
Note: For all sales documents with a posting date after 30 June 2017, use the regular SII pending-documents job instead. See SII Pending Documents Job.
When to use Initial Upload
Initial Upload is appropriate only when both of the following are true:
- The document's Posting Date falls within 1 January 2017 - 30 June 2017.
- The document has not been previously sent to AEAT under the SII initial regime.
Documents outside this date range are skipped automatically.
How to schedule the Initial Upload job
The Initial Upload job runs via the standard Job Queue framework.
- Make sure SII is fully configured. See SII Setup and SII Certificate Setup.
- Click the
icon, enter Job Queue Entries and select the relevant link. - Select New.
- In the General FastTab:
- Set Object Type to Run to Codeunit.
- Set Object ID by searching for SII Initial Doc. Upload - this is the standard Microsoft codeunit. Do not select the LS Retail wrapper LSCES SII Initial Doc. Upload (10044492); that codeunit only holds the date-window helpers and is not the Job Queue target.
- Set the Earliest Start Date/Time to when the job should fire.
- Set Status to Ready.
The job picks up SII Doc. Upload State records whose Posting Date is in the initial-upload window, generates the XML, and submits it to the AEAT endpoint defined in SII Setup.