(BRA) Choose fiscal reference based fiscal documents (form) [AX 2012]

Updated: November 17, 2012

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

Click Accounts payable > Common > Purchase orders > All purchase orders. Select or create a purchase order. On the Action Pane, click the Invoice tab, and then click Invoice. In the Vendor invoice form, on the Action Pane, on the Vendor invoice tab, click Add fiscal reference to open the Fiscal reference form. Click Fiscal document.

–or–

Click Procurement and sourcing > Common > Purchase orders > All purchase orders. Select or create a purchase order. On the Action Pane, click the Invoice tab, and then click Invoice. In the Vendor invoice form, on the Action Pane, on the Vendor invoice tab, click Add fiscal reference to open the Fiscal reference form. Click Fiscal document.

–or–

Click Accounts receivable > Common > Sales orders > All sales orders. Select or create a sales order. On the Action Pane, click the Invoice tab, and then click Invoice. In the Posting invoice form, in the lower pane, click the Setup tab, and then click Fiscal reference to open the Fiscal reference form. Click Fiscal document.

–or–

Click Sales and marketing > Common > Sales orders > All sales orders. Select or create a sales order. On the Action Pane, click the Invoice tab, and then click Invoice. In the Posting invoice form, in the lower pane, click the Setup tab, and then click Fiscal reference to open the Fiscal reference form. Click Fiscal document.

–or–

Click Accounts receivable > Common > Fiscal documents > All sales complementary fiscal documents. Select or create a sales complementary fiscal document. On the Action Pane, click Add fiscal reference to open the Fiscal reference form. Click Fiscal document.

–or–

Click Accounts payable > Common > Fiscal documents > All purchase complementary fiscal documents. Select or create a purchase complementary fiscal document. On the Action Pane, click Add fiscal reference to open the Fiscal reference form. Click Fiscal document.

Use this form to attach existing customer, vendor, or transfer fiscal documents as fiscal references to a fiscal document. Fiscal references are used to link two or more related fiscal documents. You can attach fiscal references to a fiscal document when you post the fiscal document. You can reference only the posted fiscal documents that are issued or received by the same fiscal establishment that issues or receives the fiscal document that is about to be posted. You can also use this form to view the fiscal references that are attached to a posted fiscal document.

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

Tab

Description

Customer

View the posted customer fiscal documents for the fiscal establishment for which the fiscal document is created. You can select the customer fiscal documents to be attached to the fiscal document as fiscal references.

Vendor

View the posted vendor fiscal documents for the fiscal establishment for which the fiscal document is created. You can select the vendor fiscal documents to be attached to the fiscal document as fiscal references.

Fiscal establishment

View the posted transfer fiscal documents for the fiscal establishment for which the fiscal document is created. You can select the transfer fiscal documents to be attached to the fiscal document as fiscal references.

Field

Description

Number

The fiscal document number of the customer, vendor, or transfer fiscal document.

Series

The series of the customer, vendor, or transfer fiscal document.

Document date

The date when the customer, vendor, or transfer fiscal document was issued.

Account

The identification number of the customer, vendor, or fiscal establishment.

Account type

The type of account. The options are Customer, Vendor, or Fiscal establishment.

Name

The name of the customer, vendor, or fiscal establishment.

CNPJ/CPF

The taxpayer registration number of the customer, vendor, or fiscal establishment.

IE

The state registration number of the customer, vendor, or fiscal establishment.


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