(MEX) Create and post a free text invoice as an electronic invoice [AX 2012]

已更新:April 22, 2011

应用于: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the 普通发票 form to create and post a free text invoice for a leasing service as an electronic invoice. You must set the 产品类型 field to 服务 in the 创建产品 form. You must specify the property registration number provided by the Mexican government when you create the free text invoice for a leasing service. For more information, see 普通发票(窗体).

  1. 单击 应收帐款 >常用 >普通发票 >所有普通发票

  2. Click 普通发票.

  3. In the 普通发票 form, create a free text invoice for a leasing service. For more information, see 关键任务;普通发票.

  4. Click the 发票行 FastTab, and then in the 销售税组 field, select the sales tax group that is assigned to the sales tax code for electronic invoices. For more information, see 设置并使用增值税组.

  5. In the 销售税(物料)组 field, select the item sales tax group that is assigned to the sales tax code for electronic invoices. For more information, see 创建增值税(物料)组.

  6. Click the 行明细 FastTab, and then click the CFD - 电子发票 tab.

  7. In the 属性编号 field, enter the registration number provided by the Mexican government for the leased property.

  8. Click 过帐 > 过帐.

  9. In the 过帐普通发票 form, select the 打印发票 check box to print the free text invoice after the invoice is posted.

  10. Select the 发送电子邮件 check box to send the .pdf and .xml files of the free text invoice as email attachments to the customer after the invoice is posted.

  11. Click OK to post the free text invoice as an electronic invoice. The .pdf and .xml files of the electronic invoice are sent as email attachments to the customer. A copy of the .xml file of the electronic invoice is archived.

  12. Close the forms.

注意注意

You can also use the 普通发票 and 过帐普通发票 forms to create a credit note for a posted free text invoice, and then post the credit note as an electronic invoice. Select the customer account, invoice account, and ledger account that you entered in the posted free text invoice that you are creating a credit note for. On the 发票行 FastTab, in the 金额 field, enter a negative amount, and then post the credit note as an electronic invoice.


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