(MEX) Create and post a free text invoice as an electronic invoice [AX 2012]

Updated: April 22, 2011

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

Use the Free text invoice form to create and post a free text invoice for a leasing service as an electronic invoice. You must set the Product type field to Service in the Create product form. You must specify the property registration number provided by the Mexican government when you create the free text invoice for a leasing service. For more information, see Free text invoice (form).

  1. Click Accounts receivable > Common > Free text invoices > All free text invoices.

  2. Click Free text invoice.

  3. In the Free text invoice form, create a free text invoice for a leasing service. For more information, see Key tasks: Free text invoices.

  4. Click the Invoice lines FastTab, and then in the Sales tax group field, select the sales tax group that is assigned to the sales tax code for electronic invoices. For more information, see Set up and use a sales tax group.

  5. In the Item sales tax group field, select the item sales tax group that is assigned to the sales tax code for electronic invoices. For more information, see Create item sales tax groups.

  6. Click the Line details FastTab, and then click the CFD - Electronic invoices tab.

  7. In the Property number field, enter the registration number provided by the Mexican government for the leased property.

  8. Click Post > Post.

  9. In the Post free text invoice form, select the Print invoice check box to print the free text invoice after the invoice is posted.

  10. Select the Send e-mail check box to send the .pdf and .xml files of the free text invoice as email attachments to the customer after the invoice is posted.

  11. Click OK to post the free text invoice as an electronic invoice. The .pdf and .xml files of the electronic invoice are sent as email attachments to the customer. A copy of the .xml file of the electronic invoice is archived.

  12. Close the forms.

NoteNote

You can also use the Free text invoice and Post free text invoice forms to create a credit note for a posted free text invoice, and then post the credit note as an electronic invoice. Select the customer account, invoice account, and ledger account that you entered in the posted free text invoice that you are creating a credit note for. On the Invoice lines FastTab, in the Amount field, enter a negative amount, and then post the credit note as an electronic invoice.


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

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