(BRA) Fiscal document (form) [AX 2012]

Updated: January 24, 2013

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

Click General ledger > Inquiries > Fiscal documents > All fiscal documents. Double-click a fiscal document.

–or–

Click Accounts receivable > Common > Fiscal documents > All fiscal documents. Double-click a fiscal document.

–or–

Click Accounts payable > Common > Fiscal documents > All fiscal documents. Double-click a fiscal document.

Use this form to view posted fiscal documents. You can view the totals, voucher transactions, charges, posted sales tax, fiscal document texts, and fiscal references for a fiscal document.

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

Action button

Description

Complementary fiscal document

Open the Purchase complementary fiscal document or Sales complementary fiscal document form, where you can create a purchase or sales complementary fiscal document. The Purchase complementary fiscal document or Sales complementary fiscal document form is determined by the type of the selected fiscal document (vendor or customer fiscal document).

Totals

Open the Totals form, where you can view the totals for the fiscal document.

Voucher

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

Charges

Open the Charges form, where you can view the charges for the fiscal document.

Posted sales tax

Open the Posted sales tax form, where you can view the posted sales tax for the fiscal document.

Original document

View the posted transaction that the fiscal document is generated for.

Fiscal document texts

Open the Fiscal document texts form, where you can view the fiscal document texts that are attached to the fiscal document.

Fiscal reference

Open the Fiscal reference form, where you can view the fiscal references that are attached to the fiscal document.

Import declaration

Open the Import declaration form, where you can view the import declaration information for the fiscal document.

Action button

Description

Resend

Resend the corrected Nota Fiscal eletrônica (NF-e) XML file to the Secretaria da Fazenda (SEFAZ).

Security form contingency

Update the NF-e to the current contingency mode that was set up when contingency was turned on. This button is available only if the contingency mode is turned on in the Contingency mode form.

Send e-mail

Send the NF-e federal by email.

Export XML

Generate an XML file for an NF-e.

History

Open the NF-e history form, where you can view the history of transactions for NF-e.

XML document

View the XML file for the NF-e.

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

Field

Description

Fiscal establishment ID

The fiscal establishment of the fiscal document.

Series

The series of the fiscal document.

Number

The fiscal document number.

Access key

The access key for the fiscal document.

Model

The fiscal document model.

Specie

The specie of the fiscal document.

Direction

The direction of the fiscal document. The following options are available:

  • Incoming – The fiscal document is related to incoming products or services.

  • Outgoing – The fiscal document is related to outgoing products or services.

Document date

The fiscal document issue date.

Issuer

The issuer of the fiscal document. The options are Fiscal establishment and Third party.

CNPJ/CPF 
(In the Fiscal establishment field group)

The taxpayer registration number of the fiscal establishment.

IE 
(In the Fiscal establishment field group)

The state tax registration number of the fiscal establishment.

CCM

The municipal registration number of the city where the fiscal establishment is based.

Name

The name of the fiscal establishment.

Tributary Substitution Registry

The tributary substitution registry number of the fiscal establishment.

Telephone

The contact number of the fiscal establishment.

Status

The status of the fiscal document.

Account type

The type of account for the fiscal document. The options are Customer, Vendor, and Fiscal establishment.

Account

The account number for the account type.

Name

The name of the customer or vendor.

CNPJ/CPF 
(In the Third party account field group)

The taxpayer registration number of the customer or vendor.

IE 
(In the Third party account field group)

The state tax registration number of the customer or vendor.

Total amount

The transaction amount in the accounting currency.

Total products amount

The total amount for the products in the fiscal document.

Total services amount

The total amount for services in the fiscal document.

Complementary fiscal document type

The type of complementary fiscal document. The following options are available:

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

  • Tax – The complementary fiscal document is an Imposto sobre Produtos Industrializados (IPI) or Imposto sobre Circulação de Mercadorias e Serviços (ICMS) complementary fiscal document that is created to adjust an incorrect IPI or ICMS amount of a fiscal document.

Complemented fiscal document series

The fiscal document series of the complemented fiscal document.

Complemented fiscal document number

The fiscal document number of the complemented fiscal document.

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

Field

Description

Address 
(In the Third party address field group)

The address of the third party.

Address 
(In the Delivery address field group)

The address where products are delivered when the delivery address differs from the address of the third party.

CNPJ/CPF 
(In the Delivery address field group)

The taxpayer registration number that is related to the delivery address.

IE 
(In the Delivery address field group)

The state registration number that is related to the delivery address.

Address 
(In the Fiscal establishment field group)

The address of the fiscal establishment.

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

Field

Description

Freight charge terms

The terms of the freight charges. The following options are available:

  • Prepaid – The freight charge is paid in advance.

  • Collect – The freight charge is paid when the items are received.

  • Third party – The freight charge is paid by a third party that provides the delivery services.

  • No freight – No freight charges are paid.

Delivery terms

The identification code for the terms of delivery.

Mode of delivery

The identification code for the means of transportation to deliver the items.

Vehicle number

The vehicle number that is used to transport the items.

State registered

The state where the vehicle that is used for transport is registered.

Carrier name

The name of the carrier.

CNPJ/CPF 
(In the Carrier field group)

The taxpayer registration number of the carrier.

IE 
(In the Carrier field group)

The state registration number of the carrier.

Volume type

The volume type for the products in the fiscal document.

Volume quantity

The volume quantity for the products in the fiscal document.

Gross weight

The total weight of the products.

Net weight

The net weight of the products.

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

Field

Description

Number of installments

The number of installments in the fiscal document invoice.

Amount

The amount for the fiscal document invoice.

Due date

The due date of the transaction.

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

Button

Description

Fiscal document texts

Open the Fiscal document texts form, where you can view the fiscal document texts that are attached to the fiscal document lines.

Field

Description

CFOP

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

Item number

The item number for the fiscal document line.

Product name

The description of the item.

Quantity

The quantity of the item.

Unit price

The price per unit.

Amount

The amount for the fiscal document line, in the company currency.

Line discount

The line discount amount for the fiscal document.

Fiscal classification code

The fiscal classification code for the fiscal document.

Exception code

The fiscal classification exception code for the fiscal document.

Service code

The fiscal classification code that is applied for services.

Taxation origin

The taxation origin for the item.

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

The sales tax totals indicate the totals for each tax type that applies to the item of the selected fiscal document line, including charges. The item sales tax totals indicate the tax amounts for each tax type that applies to the item of the selected fiscal document line, excluding charges. The charges totals indicate the tax amounts for each tax type that applies to charges on the item of the selected fiscal document line.

Tab

Field

Description

Sales tax totals

Tax type

The type of tax that is related to the selected fiscal document line.

Tax base amount

The total line amount for the tax type, including charges on which tax is calculated.

Taxable amount

The total amount for the tax type that is taxable or recoverable, including charges.

Other base amount

The total base amount for the tax type that is without credit or debit for the selected fiscal document line, including charges.

Other tax amount

The calculated tax amount for the tax type that is without credit or debit for the selected fiscal document line, including charges.

Exempt base amount

The total base amount for the tax type that is tax exempt for the selected fiscal document line, including charges.

Item sales tax

Sales tax rate

The rate at which the tax is calculated for the selected fiscal document line.

Tributary substitution

The mark-up percentage that is used to calculate tributary substitution.

Base reduction rate

The base reduction rate for the tax code.

Fiscal value

The fiscal value for the taxation code.

Taxation code

The taxation code that is applied to the selected fiscal document line.

Charges

Classification

The type of charge for the selected fiscal document line.

Charges amount

The charge amount for the selected fiscal document line, in the transaction currency.

Value

The rate at which the tax is calculated for the selected fiscal document line.


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