(IND) Update excise registers for finished goods and by-products [AX 2012]

Updated: October 20, 2014

Applies To: Microsoft Dynamics AX 2012 R3

You can generate and print an excise invoice for goods that are transported from a factory or a warehouse using a sales order, a transfer order, or a purchase return order. You can update the Daily stock account (DSA) and excise registers for finished goods, damaged goods, expired goods, and by-products.

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Version

Microsoft Dynamics AX 2012 R3 with cumulative update 8 (CU8)

Country/region

The primary address for the legal entity must be in the following countries/regions: India

Related setup tasks

  1. In the General ledger parameters form, in the Sales tax area, in the Apply India taxes field group, select the Excise check box and the Customs check box. For more information, see (IND) General ledger parameters (modified form).

  2. In the Released product details form, on the General FastTab in the Excise field group, select the Excise record type for the product. For more information, see Released product details (form).

  3. Select the DSA check box to update the DSA register for product transactions. The Excise record type is set to None to enable the DSA check box.

  4. In the Tax reporting code form, create reporting codes for an excise invoice. For more information, see (IND) Set up tax registration numbers.

You can update the excise registers and DSA when an excisable item is consumed for the production of finished goods.

To update excise registers and DSA, follow these steps:

  1. Click Production control > Common > Production orders > All production orders. Create a production order.

  2. On the Tax information FastTab, in the Excise field group, select the DSA check box and specify the excise tariff code. For more information, see Create production order (form).

  3. On the Action pane, in the Process field group, click Estimate to run an estimate of how much a production order will consume in material and capacity costs. For more information, see Run an estimation.

  4. On the Production order tab, on the Action pane, in the Process field group, click Release to release production orders for the shop floor. For more information, see Release production orders.

  5. Click Start to send production orders into production on the shop floor. For more information, see Start production orders. A picking list journal with the default value for the excise record type is generated with raw materials to be consumed for production.

  6. On the View tab, in the Journals field group, click Picking list.

  7. In the Production journal form, click Post to post the picking list journal.

  8. On the Schedule tab, on the Action pane, in the Production order field group, click Schedule operations to schedule operations for a production order. For more information, see Run operations scheduling.

  9. On the Production order tab, on the Action pane, in the Process field group, click Report as finished to report production orders as finished. For more information, see Report production orders as finished.

The excise register RG23A part I register is updated with the quantity of items that are consumed. The updated excise register updates the DSA register with the quantity of finished goods that are produced. For more information, see (IND) Update excise registers in production control.

To update the RG23 Part I excise register, follow these steps:

  1. Click Inventory management > Journals > Item transactions > Movement. Create a movement journal.

  2. In the movement journal lines, on the Tax information tab, select Scrap as the Disposal type.

  3. In the Excise record type field, select the excise register to update the excise registers.

  4. Post the movement journal. For more information, see Journal lines, Inventory movement (form).

  5. Click General ledger > Inquiries > Tax > India posted tax > Excise > Excise register.

  6. Specify the ECC number and the excise register to display the excise transactions for RG23 registers.

  7. In the Available field, select Disposal type and then click OK to update the excise register with transactions as scrap or loss of raw material.

To update the DSA register, follow these steps:

  1. Click Inventory management > Journals > Item transactions > Movement. Create a movement journal.

  2. In the movement journal lines, on the Tax information tab, select Damage or Expiry as the Disposal type, and then select the excise type.

  3. In the Excise record type field, select None, and then select the DSA check box to update the quantity of damaged or exported goods in the DSA register.

  4. Post the movement journal. For more information, see Journal lines, Inventory movement (form).

  5. Click General ledger > Inquiries > Tax > India posted tax > Excise > Excise register.

  6. Specify the ECC number and DSA register to display the excise transactions for.

  7. In the Available field, select Disposal type and click OK to update the DSA quantity for the damaged or expired goods.

    NoteNote

    The DSA register is updated on a daily basis. In case of non-production on a particular date, an entry is created in the DSA register with a quantity of zero.

To update the RG23A or RG23C register, follow these steps:

  1. Click Accounts receivable > Common > Sales orders > All sales orders. Create a sales order.

  2. On the Line details FastTab, on the Tax information tab, select the Is scrap check box to identify the item as scrap or capital goods.

  3. In the Excise record type field, select RG23A, RG23C, or None to update the RG23A, RG23C, or DSA registers with the scrap quantity.

  4. If required: Select the DSA check box to update the scrap quantity in the DSA register.

  5. Post the sales order. For more information, see Create or edit a sales order.

  6. Click General ledger > Inquiries > Tax > India posted tax > Excise > Excise register.

  7. Specify the ECC number and excise register to display the excise transactions for.

  8. In the Available field, select Scrap quantity and click OK to update the transactions from the sales order as scrap.

    NoteNote

    When the item in the sales order line is identified as a by-product, then the RG23A and RG23C registers are updated with the by-product quantity. For more information, see Create a by-product.

To update the DSA register with quantity of goods without payment of duty, follow these steps:

  1. Click Inventory management > Periodic > Transfer orders. Create a stock transfer order.

    –or–

    Click Accounts receivable > Common > Sales orders > All sales orders. Create an export order.

  2. Select the sales tax code that is marked as Exempt in the Sales tax codes form.

  3. Optional: View the calculated excise in the Temporary sales tax transactions form.

  4. Post the stock transfer order as a ship transfer order. For more information, see (IND) Create and post shipment orders for transactions

    –or–

    Post the export order and generate the invoice. For more information, see (IND) Create an export sales order and post the confirmation order.

  5. Click General ledger > Inquiries > Tax > India posted tax > Excise > Excise register.

  6. Specify the ECC number and DSA register to display the excise transactions for.

  7. In the Available field, select Is excise without duty and click OK to update the DSA register with zero tax amount.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Security roles

To perform this task, you must have the following roles:

  • Accountant

  • Accounting manager

  • Sales clerk

  • Purchase clerk

  • Sales manager

  • Purchasing manager

  • Production manager

  • Accounts payable coordinator

  • Accounts receivable administrator

  • Warehouse manager


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

Community Additions

ADD
Show: