(BRA) Create and post a purchase complementary fiscal document [AX 2012]

Updated: October 31, 2012

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

You can create a purchase complementary fiscal document to adjust a purchase fiscal document that was generated for an incorrect price, Imposto Sobre Produtos Industrializados (IPI), or Imposto Sobre Circulação de Mercadorias e Serviços (ICMS) amount. For more information, see (BRA) About purchase complementary fiscal documents.

You cannot add lines to or delete lines from a purchase complementary fiscal document. You can specify the price or tax adjustment for a specific line. When you post the purchase complementary fiscal document, the adjustment is posted to the fiscal document.

Use the following procedure to create and post a purchase complementary fiscal document.

  1. Click Accounts payable > Common > Fiscal documents > All purchase complementary fiscal documents.

  2. On the Action Pane, click Complementary fiscal document to open the Fiscal documents form.

  3. In the Complementary fiscal document type field, select the type of complementary fiscal document from the following options:

    • Price – To create a price complementary fiscal document that is created to adjust an incorrect price for a fiscal document.

    • Tax – To create an IPI or ICMS complementary fiscal document that is created to adjust an incorrect IPI or ICMS amount for a fiscal document.

  4. Select the fiscal document for which to create a purchase complementary fiscal document, and then click OK to open the Purchase complementary fiscal document form. All information, except for charges, is updated from the original purchase fiscal document.

  5. Click the Complementary invoice header FastTab, and then in the Document model field, select the fiscal document model for the purchase complementary fiscal document.

  6. In the Access key field, enter the access key for the electronic fiscal document (NF-e).

    NoteNote

    This field is available only if 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.

  7. In the Number and Series fields, enter the invoice number and fiscal document series for the purchase complementary fiscal document.

    NoteNote

    These fields are available only if 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.

  8. In the Specie field, select the specie of the fiscal document.

  9. In the Corrected line amount field, in the Invoice lines area, specify the corrected line amount in the transaction currency. The difference between the amounts in the Corrected line amount and Original line amount fields is updated in the Net amount field.

    –or–

    In the Net amount field, in the Invoice lines area, specify the amount to be adjusted in the purchase complementary fiscal document. The corrected line amount is updated in the Corrected line amount field.

    NoteNote

    The Corrected line amount and Net amount fields are available only if Price is selected in the Complementary fiscal document type field.

  10. In the Additional IPI amount and Additional ICMS amount fields, in the Invoice lines area, specify the IPI and ICMS amounts to be adjusted in the purchase complementary fiscal document.

    NoteNote

    The Additional IPI amount and Additional ICMS amount fields are available only if Tax is selected in the Complementary fiscal document type field.

  11. Click the Line details FastTab, and then click the Setup tab.

  12. In the Item sales tax group and Sales tax group fields, select the item sales tax group and sales tax group for the purchase complementary fiscal document. The tax groups must include ICMS tax codes to create an ICMS complementary fiscal document, or IPI tax codes to create an IPI complementary fiscal document.

  13. On the Action Pane, click Post to post the purchase complementary fiscal document.


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

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