(BRA) Tax fiscal document (form) [AX 2012]

Updated: October 31, 2012

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

Click General ledger > Journals > All tax fiscal documents. To open an existing Imposto Sobre Circulação de Mercadorias e Serviços (ICMS) tax fiscal document, double-click the ICMS tax fiscal document. To create an ICMS tax fiscal document, on the Action Pane, click Tax fiscal document.

Use this form to create and maintain ICMS tax fiscal documents.

The following tables provide descriptions for the controls in this form.

Action button

Description

Tax fiscal document

Open the Tax fiscal document form, where you can create an ICMS tax fiscal document.

Post

Open the Post fiscal document form, where you can post an ICMS tax fiscal document.

Voucher

Open the Voucher transactions form, where you can view the voucher transactions for an ICMS tax fiscal document.

Cancel fiscal document

Cancel an ICMS tax fiscal document.

Fiscal document texts

Open the Fiscal document texts form, where you can attach fiscal document texts to an ICMS tax fiscal document.

This tab is displayed only in the line view of the form.

Field

Description

Tax fiscal document type

Select one of the following options to indicate the type of ICMS tax fiscal document:

  • ICMS tax transfer – Transfer ICMS tax between fiscal establishments.

  • ICMS installment – Recover the ICMS tax amount in installments for the purchase of fixed assets. If you select this option, the Account type field is updated to Vendor, and the Direction field is updated to Incoming.

Fiscal establishment ID

Select the identification code of the fiscal establishment that receives or issues the ICMS tax fiscal document.

Account type

Select one of the following options to indicate the type of account:

  • Customer – The ICMS tax fiscal document is an outgoing ICMS tax fiscal document. If you select this option, the Direction field is updated to Outgoing.

  • Vendor – The ICMS tax fiscal document is an incoming tax fiscal document. If you select this option, the Direction field is updated to Incoming.

NoteNote

This field is available only when you select ICMS tax transfer in the Tax fiscal document type field.

Account number

Select the customer or vendor account.

Name

The name of the customer or vendor.

Direction

The direction of the fiscal document. The options are Incoming and Outgoing.

Access key

Enter the access key for the electronic fiscal document (NF-e).

NoteNote

This field is available only if the following conditions are met:

  • You select ICMS tax transfer in the Tax fiscal document type field.

  • You select Vendor in the Account type field.

  • You select a document model in the Document model field, and the Is for NF-e (federal) check box is selected for the document model in the Document model form.

Invoice

Enter the invoice number for the ICMS tax fiscal document.

NoteNote

This field is available only if the following conditions are met:

  • You select ICMS tax transfer in the Tax fiscal document type field.

  • You select Vendor in the Account type field.

  • You select a document model in the Document model field, and the Is for NF-e (federal) check box is not selected for the document model in the Document model form.

Date

Specify the invoice date.

Fiscal document type

Select the type for the ICMS tax fiscal document. The Document model, Series, and Specie fields are updated with the values that you specified in the Document model, Series, and Specie fields in the Fiscal document types form.

NoteNote

This field is available only when you select ICMS tax transfer in the Tax fiscal document type field and Customer in the Account type field.

Document model

Select the fiscal document model for the ICMS tax fiscal document. If you select a document model for which the Is for NF-e (federal) check box is selected in the Document model form, the Access key field is available and the Invoice and Series fields are not available.

NoteNote

This field is available only when you select ICMS tax transfer in the Tax fiscal document type field and Vendor in the Account type field.

Series

Enter the series for the ICMS tax fiscal document.

NoteNote

This field is available only if the following conditions are met:

  • You select ICMS tax transfer in the Tax fiscal document type field.

  • You select Vendor in the Account type field.

  • You select a document model in the Document model field, and the Is for NF-e (federal) check box is not selected for the document model in the Document model form.

Specie

Select the specie of the ICMS tax fiscal document.

NoteNote

This field is available only when you select ICMS tax transfer in the Tax fiscal document type field and Vendor in the Account type field.

Currency

Select the currency for the ICMS tax fiscal document.

Reference

Select the address of the customer or vendor.

Address

View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.

Status

The status of the ICMS tax fiscal document.

This tab is displayed only in the line view of the form.

Button

Description

Fiscal document texts

Open the Fiscal document texts form, where you can attach fiscal document texts to the tax fiscal document line.

Field

Description

Item description

Enter a brief description of the item for the tax fiscal document line.

CFOP

Select the Código Fiscal de Operações e Prestações (CFOP) code for the tax fiscal document line.

Sales tax code

Select the sales tax code for the tax fiscal document line. You can only select the sales tax codes for which you selected ICMS in the Tax type field in the Sales tax codes form.

Amount

Enter the tax amount for the tax fiscal document line.

This tab is displayed only in the header view of the form.

Button

Description

Add address

Create an address record for the ICMS tax fiscal document.

Other address

Select another delivery address for the ICMS tax fiscal document.

Field

Description

Name

The name of the customer or vendor that is associated with the ICMS tax fiscal document.

Reference

The name or description of the selected address record for the customer or vendor.

Address

View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.

This tab is displayed only in the header view of the form.

Field

Description

Default financial dimensions

The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.

Where the %1 dimension is used

The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group.

NoteNote

The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.


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