(BRA) Create and post a free text invoice
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
You can create and post a free text invoice by specifying the fiscal document type, operation type, and Código Fiscal de Operações e Prestações (CFOP) code.
Create a free text invoice
Click Accounts receivable > Common > Free text invoices > All free text invoices.
On the Action Pane, on the Invoice tab, click Free text invoice to create a free text invoice. For more information, see Key tasks: Free text invoices.
In the Free text invoice form, on the Action Pane, on the Invoice tab, click Header view.
In the Fiscal establishment ID field, select the identification code for the fiscal establishment.
Click the Fiscal information FastTab, and then in the Fiscal document type and Operation type fields, select the type of fiscal document and type of operation for the transaction. The operation type determines whether the customer invoice affects inventory, ledger, customer, and remittance transactions.
Select the Final user check box if the customer is the final user. If this check box is selected, the Imposto Sobre Circulação de Mercadorias e Serviços (ICMS) tax base includes the Imposto Sobre Produtos Industrializados (IPI) tax and any freight charges.
Select the Service code on delivery address check box to use service codes based on the delivery address on orders.
On the Action Pane, on the Invoice tab, click Line view, and then click the Line details FastTab.
Click the Fiscal information invoice line tab, and then in the CFOP field, select the CFOP code for the selected free text invoice line. You can view a list of CFOP codes, based on the order type, operation type, location of the fiscal establishment, and location of the customer.
Select the Service invoice check box to generate a service invoice, and then in the Service code field, select the fiscal classification applied for services.
Note
The Service code field is available only if you select the Service invoice check box.
On the Action Pane, on the Invoice tab, click Fiscal document texts to open the Fiscal document text form, where you can attach fiscal document texts to the invoice. For more information, see(BRA) Attach fiscal document texts to a free text invoice
Post and print a free text invoice
Click Accounts receivable > Common > Free text invoices > All free text invoices.
Select the free text invoice to post.
On the Action Pane, on the Invoice tab, click Post to open the Post free text invoice form.
Click the Bill of lading tab, and then in the Volume type and Volume quantity fields, enter the volume type and volume quantity that are used in an invoice posting.
Note
The Bill of lading tab is available only if the Service invoice check box is not selected on the Fiscal information invoice line tab on the Line details FastTab in the Free text invoice form.
Click OK to post the free text invoice.