(BRA) Sales quotation (modified form)

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

Click Sales and marketing > Common > Sales quotations > All quotations. Double-click a quotation, or on the Action Pane, click Sales quotation to create a sales quotation.

Use this form to create, edit, and inquire about sales quotations for customers and prospects.

You can specify fiscal information for a quotation, such as the operation type and Código Fiscal de Operações E Prestações (CFOP) code. You can also specify information about interest and fine rates that are used to calculate interest and fines on delayed payments.

Note

The controls that are described in this topic apply only to your country/region. For full documentation of this form, see the following topic or topics:

Sales quotation (form)

Task that uses this form

(BRA) Create a quotation

Sales quotation lines

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

Field

Description

CFOP

Enter the CFOP code for the sales quotation line.

SUFRAMA discount

Enter the discount percentage for the customer from the Superintendência da Zona Franca de Manaus (SUFRAMA) region.

Note

The SUFRAMA discount is calculated based on the values in the SUFRAMA and Discount PIS and COFINS fields in the Customers form, and on the sales tax code that you select for the quotation.

Price/discount tab

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

Field

Description

Fine code

Select a fine code to calculate the fine on the customer fiscal document if the payment is delayed.

Interest code

Select an interest code to calculate the interest on the customer fiscal document if the payment is delayed.

Fiscal information tab

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

Field

Description

Operation type

Select the operation type for the sales quotation.

Final user

Select this check box to indicate that the customer is the final user. If you select this check box, the Imposto Sobre Circulação de Mercadorias e Serviços (ICMS) tax includes the Imposto Sobre Produtos Industrializados (IPI) tax and any freight charges.

SUFRAMA

A selected check box indicates that the customer is from the SUFRAMA region. SUFRAMA customers are exempt from paying ICMS and IPI taxes.

Discount PIS and COFINS

A selected check box indicates that Programa de Integração Social (PIS) and Contribuição para o financiamente da securidade social (COFINS) are exempt for SUFRAMA customers.

See also

(BRA) Set up operation types

(BRA) Set up tax exemptions for Suframa

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