(BRA) Sales complementary fiscal document (form) [AX 2012]

Updated: October 25, 2012

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.

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

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.

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.

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.

NoteNote

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.

NoteNote

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.

NoteNote

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.

NoteNote

This field is available only if Tax is selected in the Complementary fiscal document type field.

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

Tab

Field

Description

Setup

Sales tax group

Select the sales tax group for the sales complementary fiscal document.

Item sales tax group

Select the item sales tax group for the sales complementary fiscal document.

Product

Configuration

The descriptive name of the configuration for the item.

Size

The size of the item.

Color

The color of the item.

Batch number

The batch number for the item.

Serial number

The serial number for the item.

Site

The site that ships the items that were ordered.

Warehouse

The warehouse that dispatches the items that were ordered.

Location

The location of the item in the warehouse.

Fiscal information

CFOP

The CFOP or fiscal operation code for the original fiscal document line.

Financial dimensions

Template ID

Select the default template that specifies the financial dimensions to use for distributing transaction amounts. The information in the template will be used to display default dimension values. You can set up a template in the Financial dimension default templates form.

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.

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

Field

Description

Fiscal establishment ID

The fiscal establishment ID for the original fiscal document.

Customer account

The customer account number that is associated with the original fiscal document.

Currency

The currency of the original fiscal document.

Series

The series of the original fiscal document.

Number

The invoice number for the original fiscal document.

Model

The fiscal document model for the original fiscal document.

Posting profile

Select the posting profile for the sales complementary fiscal document. The posting profile determines which ledger summary account is used for accounts receivable postings.

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

Field

Description

Delivery address

The delivery address for the products that were sold.

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

Template name

Select the default template that specifies the financial dimensions to use for distributing transaction amounts. The information in the template will be used to display default dimension values. You can set up a template in the Financial dimension default templates form.

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.

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

Field

Description

Currency

The currency of the sales complementary fiscal document.

Due date

Enter the last date when the payment can be made.

Terms of payment

Enter the terms of payment that apply to the sales complementary fiscal document.

Method of payment

Select the method of payment for the sales complementary fiscal document.

NoteNote

The method of payment must be set up in the Methods of payment form.

Payment specification

Specify how payments that are made by using the current method of payment must be handled.

Bank account

Select the bank account number for the customer.

Payment schedule

Select a payment schedule if the customer pays for the order in multiple installments.

Cash discount

Select the cash discount that applies to the sales complementary fiscal document.

NoteNote

The cash discount must be set up in the Cash discounts form.

Discount percentage

The discount percentage for the sales complementary fiscal document.

Cash discount date

Select the last date on which to make the payment to qualify for a cash discount.

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

Field

Description

Fiscal document type

The type of fiscal document for the original fiscal document.

Final user

Indicates whether the customer is the final user.

SUFRAMA

Indicates whether a customer is based in a Superintendência da Zona Franca de Manaus (SUFRAMA) free trade zone.

Discount PIS and COFINS

Indicates whether the SUFRAMA customer is exempt from Programa de Integração Social (PIS) and Contribuição para o financiamente da securidade social (COFINS) taxes.


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

Community Additions

Show: