(BRA) Sales complementary fiscal document (form)

Article
04/18/2014

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

Click Accounts receivable > Common > Fiscal documents > All sales complementary fiscal documents. To open a sales complementary fiscal document, double-click the sales complementary fiscal document. To create a sales complementary fiscal document, on the Action Pane, click Complementary fiscal document. In the Fiscal documents form, in the Complementary fiscal document type field, select the type of complementary fiscal document, and then select the fiscal documents for which to create a sales complementary fiscal document. Click OK.

Use this form to create, maintain, and view a sales complementary fiscal document. The sales complementary fiscal document is a fiscal document that complements the original sales fiscal document. All information, except for charges, is updated from the original sales fiscal document. You cannot add lines to or delete lines from a sales complementary fiscal document.

You can view the distributions, subledger journal entries, voucher transactions, posted sales tax, payment schedule, and fiscal references for the original fiscal document that is related to the sales complementary fiscal document. You can also post or cancel a sales complementary fiscal document.

Task that uses this form

(BRA) Create and post a sales complementary fiscal document

Navigating the form

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

Complementary invoice actions

Action button	Description
Sales complementary fiscal document	Open the Fiscal documents form, where you can select a fiscal document for which to create a sales complementary fiscal document.
Edit	Modify or update the details of the sales complementary fiscal document.
Delete	Delete the sales complementary fiscal document.
Header view	View header and header-related information for the sales complementary fiscal document on the FastTabs.
Line view	View header and line information for the sales complementary fiscal document. You can click the Invoice lines and Line details FastTabs to view additional information about sales complementary fiscal document lines.
Post	Post the sales complementary fiscal document.
View distributions	Open the Accounting distributions form, where you can view the accounting distributions for the original fiscal document lines that are related to the sales complementary fiscal document.
Subledger journal	Open the Subledger journal form, where you can view the subledger journal lines for the original fiscal document transaction that is related to the sales complementary fiscal document.
Cancel fiscal document	Open the Sales complementary fiscal document form, where you can cancel the selected sales complementary fiscal document.
Voucher	Open the Voucher transactions form, where you can view the voucher transactions for the original fiscal document that is related to the sales complementary fiscal document.
Sales tax	Open the Posted sales tax form, where you can view the posted sales tax for the original fiscal document that is related to the sales complementary fiscal document.
Payment schedule	Open the Payment schedule form, where you can view the details of the payment schedule for the original fiscal document that is related to the sales complementary fiscal document.
Payment format	Set up the payment export format for the sales complementary fiscal document. This button is available only if a payment is generated when posting the original fiscal document.
Add fiscal reference	Open the Fiscal reference form, where you can view the fiscal references that are attached to the original fiscal document that is related to the sales complementary fiscal document.
Sales tax amount	Specify the Imposto Sobre Produtos Industrializados (IPI) and Imposto Sobre Circulação de Mercadorias e Serviços (ICMS) amounts to be adjusted in the sales complementary fiscal document. The amount specified is distributed between the complementary fiscal document lines.
Fiscal document texts	Open the Fiscal document texts form, where you can view the fiscal document texts that are attached to the original fiscal document that is related to the sales complementary fiscal document. You can also attach fiscal document texts to the sales complementary fiscal document.

Complementary invoice header

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

Field	Description
Invoice date	Select the date when the sales complementary fiscal document is posted.
Status	The status of the sales complementary fiscal document.
Invoice	The invoice number for the original fiscal document.
Complementary fiscal document type	The type of sales complementary fiscal document. The following options are available: Price – The sales complementary fiscal document is a price complementary fiscal document that is created to adjust an incorrect price for a fiscal document. Tax – The sales complementary fiscal document is an IPI or ICMS complementary fiscal document that is created to adjust an incorrect IPI or ICMS amount for a fiscal document.
Fiscal document type	The fiscal document type for the original fiscal document.
Final user	Indicates whether the customer is the final user, as noted on the original fiscal document.

Invoice lines

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

Button	Description
Distribute amounts	Open the Accounting distributions form, where you can view the distribution lines for the original fiscal document that is related to the sales complementary fiscal document.

Field	Description
Item number	The item number for the item in the original fiscal document line.
Description	Update the description for the sales complementary fiscal document line.
CFOP	The Código Fiscal de Operações e Prestações (CFOP), or fiscal operation code, for the original fiscal document line.
Original line amount	The amount for the original fiscal document line in the transaction currency.
Corrected line amount	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 Amount field. Note This field is available only if Price is selected in the Complementary fiscal document typefield.
Amount	Specify the amount to be adjusted in the sales complementary fiscal document. The corrected line amount is updated in the Corrected line amount field. Note This field is available only if Price is selected in the Complementary fiscal document type field.
Additional IPI amount	Specify the IPI amount to be adjusted in the sales complementary fiscal document. Note This field is available only if Tax is selected in the Complementary fiscal document type field.
Additional ICMS amount	Specify the ICMS amount to be adjusted in the sales complementary fiscal document. Note This field is available only if Tax is selected in the Complementary fiscal document type field.