(BRA) Update incoming fiscal document models

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

In releases before Microsoft Dynamics AX 2012 R2, you could enter identification codes of up to three characters for fiscal document models in incoming fiscal documents. In Microsoft Dynamics AX 2012 R2 and R3, the fiscal document models are available in the Document model form, and you can select these fiscal document models in incoming fiscal documents. During upgrade preprocessing, if an incoming fiscal document has a legacy fiscal document model that is not available in the Document model form in the target system, you must select a fiscal document model in the target system.

Use the following procedure to upgrade fiscal document models for incoming fiscal documents.

  1. In the Preprocessing upgrade checklist, expand Prepare application data for preprocessing, and then click Update incoming fiscal document models to open the Update incoming fiscal document models form.

  2. In the New document model field, select an identification code of the fiscal document model for incoming fiscal documents in the target system.

  3. After you select identification codes for all the fiscal document models for incoming fiscal documents in the target system, click Set to ready for upgrade to mark the checklist task as complete.

See also

(BRA) Update incoming fiscal document models (form)