(BRA) Set up Brazilian parameters [AX 2012]

Updated: July 8, 2015

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

Use the following procedure to set up parameters for Brazilian features.

NoteNote

This topic has been updated to include information about features that were added or changed for Microsoft Dynamics AX 2012 R3.

  1. Click Organization administration > Setup > Brazil > Brazilian parameters.

  2. Select the Enable CFPS code check box to activate fiscal operation of services (CFPS) codes.

  3. In the Financial dimension for cost center field, select the financial dimension to use for the cost center.

  4. In the Purchase requisition field group, in the Operation type field, select the default operation type for purchase requisitions.

  5. In the Requests for quotations field group, in the Operation type field, select the default operation type for requests for quotations.

  6. Click Fiscal document, and then in the Fiscal document area, set up the following parameters for fiscal documents:

    Field

    Description

    Primary method of payment

    Select Duplicate, Check, Promissory note, Receipt, or Other as the primary method of payment for purchases.

    If you selected Other in the Primary method of payment field in the Purchase method field group, in the Description field, enter the description of the primary method of payment for purchases.

    Text ID (SUFRAMA text for issue fiscal document field group)

    Select the identification code for the default fiscal document text to print on the fiscal documents that are issued to customers from the Superintendência da Zona Franca de Manaus (SUFRAMA) region.

    Text ID (Withholding tax text for issue fiscal document field group)

    Select the identification code of the default fiscal document text for withholding tax to print on the fiscal documents.

    Primary method of payment(Sales method field group)

    Select Duplicate, Check, Promissory note, Receipt, or Other as the primary method of payment for sales.

    If you selected Other in the Primary method of payment field in the Purchase method field group, in the Description field, enter the description of the primary method of payment for sales.

    Product type

    Select the default product type for items that are used for consumption.

    For an item that is purchased for consumption, you can select this product type in the Product type field on the Fiscal information FastTab in the Released product details form.

    Volume type and Volume quantity fields

    Enter the default volume type and volume quantity for items in the fiscal documents.

    Enable fix issue date check box

    Select this check box to set up the fixed fiscal document issue date for fiscal document types.

    Item field (Free text invoice field group)

    Select the identification code for the item that is used to post fiscal documents from free text invoices.

    Service field (Free text invoice field group)

    Select the identification code for the service that is used to post fiscal documents from free text invoices that have free text invoice lines for which the Service invoice check box is selected on the Fiscal information invoice line tab on the Line details FastTab in the Free text invoice form.

    Document type

    Select the identification code for the default document type for fiscal document texts. You can select a document type that is not assigned to the fiscal document text that is attached to a fiscal document.

    NoteNote

    You cannot modify the document type if a fiscal document text is attached to a fiscal document.

    Item field (Tax fiscal documents field group)

    Select the identification code for the item that is used to create tax fiscal documents.

    Sales tax code for PIS field (Tax fiscal documents field group)

    Select the default sales tax code for Programa de Integração Social (PIS) that is used for tax fiscal documents.

    Sales tax code for COFINS field (Tax fiscal documents field group)

    Select the default sales tax code for Contribuição para o financiamente da securidade social (COFINS) that is used for tax fiscal documents.

    Fiscal document source text

    Select the identification code for the fiscal document source text that is printed on the complementary fiscal documents.

    Line amount is based on field (Import declaration field group)

    Select whether the line amounts in import fiscal documents are based on the Freight on Board (FOB) or Carriage, Insurance, and Freight (CIF).

    Text ID field (Import declaration field group)

    Select the identification code for the fiscal document text that is printed on import fiscal documents.

    Sales tax code for COFINS field (Tax complementary fiscal document field group)

    Select the default sales tax code for COFINS that is used for tax complementary fiscal documents.

    Sales tax code for PIS field (Tax complementary fiscal document field group)

    Select the default sales tax code for PIS that is used for tax complementary fiscal documents.

    Unit field (Tax complementary fiscal document field group)

    Select the default unit to use in fiscal document lines that are created for hour, expense, on-account, or item project transactions.

    Tax basic rate field group

    Indicate the tax rate value for each tax regime of PIS and COFINS assessments. This information allows the identification of regime cumulative and non-cumulative for each tax transaction.

    • Basic tax value for PIS in cumulative regime – Enter the percentage of tax rate.

    • Basic tax value for PIS in non cumulative regime – Enter the percentage of tax rate.

    • Basic tax value for COFINS in cumulative regime – Enter the percentage of tax rate.

    • Basic tax value for COFINS in non cumulative regime – Enter the percentage of tax rate.

  7. Click Taxation code, and then in the Taxation code area, select the Mandatory check box for the tax types that require taxation codes.

    NoteNote

    You must select the Mandatory check box for ICMS and IPI tax types.

  8. In AX 2012 R3: Click Retail, and then in the Retail area, specify the values in the following fields:

    • Sales tax code for PIS – Select the default sales tax code for PIS that is used for the referenced fiscal document model 02.

    • Sales tax code for COFINS – Select the default sales tax code for COFINS that is used for the referenced fiscal document model 02.

    • Sales tax code for ICMS – Select the default sales tax code for Imposto sobre Circulação de Mercadorias e Serviços (ICMS) that is used for the referenced fiscal document model 02.


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

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