(BRA) Set up the CFOP matrix
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
You can set up a Código Fiscal de Operações e Prestações (CFOP) matrix that determines the default CFOP code and the default CFOP group to use for different types of transactions and operations. You must create CFOP codes and CFOP groups before you create the CFOP matrix. For more information, see (BRA) Set up the CFOP codes and (BRA) CFOP groups (form).
Click General ledger > Setup > Sales tax > CFOP matrix.
Press CTRL+N to create a CFOP matrix record.
In the CFOP field, select a CFOP code.
In the Transaction type field, select one of the following options to indicate the type of transactions to which the CFOP code can be assigned:
Sales – The CFOP code can be assigned to sales orders and related transactions.
Purchase – The CFOP code can be assigned to purchase orders and related transactions.
Tax fiscal document – The CFOP code can be assigned to tax fiscal documents.
Free text invoice – The CFOP code can be assigned to free text invoices.
Fiscal establishment transfer – The CFOP code can be assigned to transfer orders that are used to transfer items from one warehouse to another at different fiscal establishments.
Third party transfer – The CFOP code can be assigned to transfer orders that are used to transfer items to a third party.
Item requirement – The CFOP code can be assigned to reserve items for projects.
In the Operation type, select the operation type for the CFOP code and the CFOP group.
In the CFOP group field, select the identification code of the CFOP group.
Note
The CFOP code and operation type specify the CFOP group that is used to determine taxes by using the taxes matrix.