(BRA) Process the sale of items to salespersons
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
Legal entities that employ salespersons for door-to-door sales can issue a customer fiscal document that has the Imposto sobre Circulação de Mercadorias e Serviços (ICMS) and Imposto sobre Produtos Industrializados (IPI) taxes for items that are delivered outside the establishment.
You can record the items that are issued to a salesperson by using a sales order, and you can record the items that are received from a salesperson by using a purchase order. You can create a new sales order when salespersons sell the items that are issued to them.
Click Organization administration > Setup > Brazil > Operation type. Create an operation type that has the following setup:
Select the Create inventory movements check box to specify that the operation type generates inventory movement, and to record the physical and financial movement of inventory.
Note
To create inventory-related ledger transactions, you must select the Post physical inventory and Post financial inventory check boxes on the Setup FastTab in the Item model groups form.
For more information, see (BRA) Set up operation types.
Click General ledger > Reports > Base data > Sales tax codes. Create sales tax codes for ICMS and IPI taxes. For more information, see (BRA) Set up tax codes.
Click General ledger > Setup > Sales tax > Sales tax groups. Create a sales tax group. In the Sales tax groups form, click the Setup FastTab, and then add the ICMS and IPI tax codes to the sales tax group.
Click General ledger > Setup > Sales tax > Item sales tax groups. Create an item sales tax group, and then attach the ICMS and IPI sales tax codes that you created.
Click Organization administration > Setup > Brazil > Fiscal document source texts. Create a fiscal document source text for the sales order. For more information, see (BRA) Set up a fiscal document source text.
Click Sales and marketing > Common > Sales orders > All sales orders.
–or–
Click Accounts receivable > Common > Sales orders > All sales orders.
To record this operation, create a sales order that has the operation type, sales tax group, and item sales tax group that you created. For more information, see (BRA) Create and post a sales order.
In the Sales order form, click Header view. Then, on the Action Pane, on the Sales order tab, click Fiscal document texts to attach the fiscal document text that you created to the sales order. For more information, see (BRA) Attach fiscal document texts to a fiscal document.
Post the sales order.
See also
(BRA) Sales tax codes (modified form)
(BRA) Sales tax groups (modified form)
(BRA) Item sales tax groups (modified form)
(BRA) Sales orders (modified form)