the Partner Dematerialization Platform (PDP)
For the transformation of invoicing in France, the operational mode chosen by the 2024-2026 Finance Act is the “Y” organizational model. In the application of this new model for sharing commercial data, French companies subject to VAT will have to go through a trusted third party for the transmission of electronic invoices called PDP or Partner Dematerialization Platform.
Orchestrade® by Artéva, your partner dematerialization platform solution
Thanks to Orchestrade®, you can submit your sales invoices and send them to your customer’s platform with ease. Regardless of the PDP provider chosen by your customer, Orchestrade guarantees you secure data transmission thanks to certified exchange interoperability.
What is a partner dematerialization platform (PDP)?
Partner dematerialization platforms are technological solutions specialized in the processing and transmission of certified electronic invoices registered with tax authorities. A guarantee of security for users in the processing of the various data from electronic invoices as well as the transmission of this data to the various stakeholders of the Y model.
Under the new 2024-2026 Finance Act, PDPs will play a central role in mandatory electronic invoicing as well as in the transmission of information to the tax authorities. From 2026, companies in France will be required to use the PPF or a PDP for the transmission and receipt of all their customer or supplier invoices as well as to communicate all their transaction and payment data to the administration.
Orchestrade®, the Dematerialization Platform Certified Partner of ARTÉVA
With Orchestrade®, ARTÉVA, expert in the field of electronic invoicing, offers you a dematerialization platform registered by the State, which includes:
Compliance with GDPR provisions
The Orchestrade partner billing platform meets all the criteria for the protection of personal data.
ISO/IEC 27001 Certification
The information system used by Orchestrade for processing your electronic invoicing and e-reporting data is currently undergoing ISO/IEC 27001 certification.
Processing compliance
The annual audit of the Orchestrade PDP platform allows us to guarantee compliance with the legal requirements of electronic invoicing: Issuance and receipt of electronic invoices, management of companies in the national directory, and collection of e-reporting data for the tax authorities.
Interoperability capacity
As a historical player in electronic invoicing, Artéva has developed an entire interconnection network for its Orchestrade platform. PEPPOL interoperability completes this system to be able to interconnect with all existing PDPs.
What are the roles of a partner dematerialization platform?
As part of the invoicing reform, companies have three main options: Chorus Pro, Partner Dematerialization Platforms (PDPs) and Dematerialization Operators (ODs). PDPs, as private partners accredited by the State, stand out for their ability to offer increased flexibility in the transmission of invoices.
Unlike Chorus Pro, which is a public platform, PDPs are private players that offer solutions tailored to the specific needs of companies. They offer the possibility of sending invoices directly to recipients while ensuring rigorous compliance with current tax requirements. This additional flexibility allows companies to choose a solution that best fits their internal processes and document management preferences.
Complying with the format defined by law for the exchange of commercial data will be mandatory from 2024. In this context, associating a PDF invoice with a structured flow to convert it into Factur-X, or into another format, will be one of the major challenges for PDPs and ODs.
The PDPs will also have the role of verifying key information such as:
– The identity of the senders and recipients
– The consistency of the amounts
– The legal notices
The Partner Dematerialization Platform (PDP) must be equipped to receive invoices in different formats, including structured formats such as UBL or CII, as well as hybrid formats such as Factur-X, on behalf of its customers. In addition, it assumes responsibility for the necessary authenticity and compliance checks for each invoice received, thus ensuring data integrity and regulatory compliance. The PDP conducts a thorough verification of the recipient’s information before converting the invoice into an appropriate electronic format and sending it. This process is carried out with a constant concern to preserve the integrity and confidentiality of the data throughout the transmission.
As a DGFiP certified entity, PDP plays a crucial role in the e-reporting process by automatically transmitting transaction data to the tax administration. This encompasses all B2B transactions and concerns all goods and services subject to VAT. This automated transmission ensures full compliance with current tax requirements and facilitates VAT monitoring and management for its clients.
How are PDPs selected?
The issuance of the PDP registration number is subject to strict regulations, with legal and technical requirements from the DGFiP.
Regarding data confidentiality, the partner dematerialization platform is committed to complying with the GDPR. It attaches major importance to the protection of personal data, by rigorously applying its confidentiality policy at all stages, from data collection to storage.
ISO 27001 certification is also essential, attesting to the PDP’s ability to secure its information system. This certification is a mandatory criterion for the application file. It demonstrates the PDP’s ongoing commitment to security, with constant improvements since it was obtained.
Interoperability is crucial for the success of electronic invoicing. The PDP is committed to providing a solution that is perfectly compatible with government platforms and other PDPs, thus ensuring seamless integration into the digital ecosystem.
When it comes to archiving electronic invoices, the PDP is responsible for preserving digital documents. Archiving meets legal requirements in terms of confidentiality, integrity and authenticity of documents, ensuring secure and compliant conservation with current regulations.
There are three main options: Chorus Pro, Partner Dematerialization Platforms (PDPs) and Dematerialization Operators (ODs). PDPs, as private partners accredited by the State, stand out for their ability to offer increased flexibility in the transmission of invoices.
Unlike Chorus Pro, which is a public platform, PDPs are private players that offer solutions tailored to the specific needs of companies. They offer the possibility of sending invoices directly to recipients while ensuring rigorous compliance with current tax requirements. This additional flexibility allows companies to choose a solution that best fits their internal processes and document management preferences.
Orchestrade by ARTÉVA, your Premium PDP
Orchestrade® offers you many premium services for processing your electronic invoices.
Compatibility with market ERPs
The Orchestrade® platform interfaces with market ERPs for processing your purchase and sales invoices.
Business checks on the invoice before transmission
The Orchestrade® platform applies business checks specific to your customers, and offers online completion of missing or erroneous business data. You thus accelerate the process of processing your invoices at customers, and therefore their payment.
Portability of already deployed flows
As a PDP, Orchestrade® is authorized to issue and receive invoices in formats different from the minimum base. The portability of already deployed EDI flows is therefore ensured, after agreement with the PDPs of your Customer/Supplier partners.
Electronic invoicing – Creation of tax originals
The Orchestrade® electronic invoicing module meets the requirements of the regulations in force, and already meets the expectations of the reform applicable from 2024. Orchestrade creates tax originals in Factur-X, UBL, CII formats and in specific formats within the framework of invoice exchanges between PDPs.
Electronic Invoicing – Video Coding
Complete your invoices with video coding when automatic document recognition fails to identify all the data.
Electronic invoicing – OCR invoices
Dematerialization of your paper purchase or sales invoices. For purchase invoices: Avoid errors when manually re-entering. For sales invoices: Create the original tax document in the expected format using Orchestrade®’s OCR functionality.
Business control on invoices received
The Orchestrade® platform performs checks on purchase invoices and implements your business rules, in particular through validation processes linked to other commercial documents.
Full support for the invoice lifecycle
In addition to the automatic integration of statuses planned in the reform applicable from 2024, the Orchestrade® collaborative portal integrates a complete validation circuit allowing all stakeholders (internal and external) to interact. All invoice statuses are thus managed on the PDP, in addition to those supported by your ERP.
E-Reporting
For invoice exchanges with foreign operators, or sales to individuals, the Orchestrade® solution constitutes the e-reporting flows and the controls before transmission.
Archiving electronic invoices
The Orchestrade® platform ensures high-availability and secure storage of your invoices for 10 years in compliance with legal constraints.
Supervision of exchanges
The Artéva teams intervene for incident recovery and resolution monitoring, in compliance with SLAs.
In addition, the Artéva teams play an important role as intermediary and facilitator in the context of interactions with the DGFiP, the PPF, and other PDPs.
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