(BRA) Set up the purchase of items with anticipated invoicing [AX 2012]

Updated: December 7, 2012

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

In Brazil, a purchase of items that uses anticipated invoicing occurs in two phases. In the first phase, you can issue a fiscal document without generating any physical and financial movement of inventory. In this phase, only the vendor balance is updated. In the second phase, when the actual delivery of items occurs, you can generate the inventory transactions and Imposto sobre Circulação de Mercadorias e Serviços (ICMS) tax transactions.

  1. Click Organization administration > Setup > Brazil > Operation type. Create an operation type that has the following setup:

    1. Clear the Create inventory movements check box to specify that the operation type does not generate inventory movement.

    2. Select the Create customer/vendor transactions check box to specify that the operation type creates customer or vendor transactions.

    3. In the Item account field, select the default posting account that is used for the operation type in the ledger.

  2. Click General ledger > Reports > Base data > Sales tax codes. Create sales tax codes for all taxes that apply to this operation, except the ICMS tax. For more information, see (BRA) Set up tax codes.

  3. Click General ledger > Setup > Sales tax > Sales tax groups. Create a sales tax group. Click the Setup FastTab, and then add all the sales tax codes except the ICMS tax code.

  4. Click General ledger > Setup > Sales tax > Item sales tax groups. Create an item sales tax group, and attach all the sales tax codes except the ICMS tax code.

  5. Click Accounts payable > Common > Purchase orders > All purchase orders.

    –or–

    Click Procurement and sourcing > Common > Purchase orders > All purchase orders.

  6. To record this operation, create a purchase 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 purchase order

  7. Post the purchase order.

  1. 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.

      NoteNote

      To create inventory-related ledger transactions, you must select the Post physical inventory and Post financial inventory check boxes on the Setup tab in the Item model groups form.

  2. Click General ledger > Reports > Base data > Sales tax codes. Create sales tax codes for taxes that apply to this operation. These taxes include the ICMS tax.

  3. Click General ledger > Setup > Sales tax > Sales tax groups. Create a sales tax group. Click the Setup FastTab, and then add all the sales tax codes.

  4. Click General ledger > Setup > Sales tax > Item sales tax groups. Create an item sales tax group, and attach all the sales tax codes.

  5. Click Accounts payable > Common > Purchase orders > All purchase orders.

    –or–

    Click Procurement and sourcing > Common > Purchase orders > All purchase orders.

  6. To record this operation, create a purchase order that has the operation type, sales tax group, and item sales tax group that you created.

  7. Post the purchase order.


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