(MEX) Create and post a sales order and a project sales order as electronic invoices [AX 2012]

已更新:November 24, 2012

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 销售订单 form to create and post a sales order as an electronic invoice. You can create and post multiple sales orders as electronic invoices and send the .pdf and .xml files as email attachments to customers.

You can also create and post a sales order for an imported item or a leasing service. In the 创建产品 form, the 产品类型 field must be 物料 for the imported item and 服务 for the leasing service. Specify all customs information, such as the customs document number, date of import, and customs authority name, when you create the sales order for an imported item. The customs information is provided by the Mexican customs authority when an item is imported. When you create the sales order for a leasing service, specify the property registration number provided by the Mexican government.

注意注意

You can assign a project to the sales order, and then post the sales order as an electronic invoice.

  1. 单击 销售和市场营销 >常用 >销售订单 >所有销售订单

    -or-

  2. 单击 项目管理与核算 >常用 >项目 >所有项目。 Double-click a project, and then in the 项目 form, click 管理 > 物料任务 > 销售订单 to create a project sales order.

  3. Click 销售订单 to create a new sales order.

    注意注意

    You can also assign a project to the sales order in the 项目 ID field on the 常规 FastTab in the 创建销售订单 form.

  4. Click Header view, and then click the 设置 FastTab.

  5. In the 销售税组 field, select the sales tax group assigned to the sales tax code for the electronic invoice.

  6. Click Line view, and then click the 行明细 FastTab.

  7. Click the 设置 tab, and then in the 销售税(物料)组 field, select the item sales tax group assigned to the sales tax code for the electronic invoice.

  8. Click the 产品 tab, and then in the 客户编号 field, enter the number of the customs document that was generated when the item was imported.

  9. In the 自定义日期 field, select the date when the item was imported.

  10. In the 客户姓名 field, enter the name of the customs authority in the country that the item was imported from. If you enter values in the 客户编号, 自定义日期, and 客户姓名 fields, you cannot enter a value in the 属性编号 field.

  11. In the 属性编号 field, enter the registration number provided by the Mexican government for the leased property. If you enter a value in the 属性编号 field, you cannot enter values in the 客户编号, 自定义日期, and 客户姓名 fields.

  12. Click 发票 > 发票.

  13. In the 过帐发票 form, select the 打印发票 check box to print the sales order invoice after the invoice is posted.

  14. Select the 发送电子邮件 check box to send the .pdf and .xml files as email attachments to the customer.

  15. Click OK to post the sales order 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.

    注意注意

    Click 批处理 to post the sales order as an electronic invoice by using a batch process.

  16. Close the forms.


公告: 若要查看已知问题和最近的补丁,请使用 Microsoft Dynamics Lifecycle Services (LCS) 中的 问题搜索

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