(BRA) Fiscal document (form)

项目
10/19/2018

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

Click General ledger > Inquiries > Fiscal documents > All fiscal documents. Double-click a fiscal document.

–or–

Click Accounts receivable > Common > Fiscal documents > All fiscal documents. Double-click a fiscal document.

–or–

Click Accounts payable > Common > Fiscal documents > All fiscal documents. Double-click a fiscal document.

Use this form to view posted fiscal documents. You can view the totals, voucher transactions, charges, posted sales tax, fiscal document texts, and fiscal references for a fiscal document.

Navigating the form

The following tables provide descriptions for the controls in this form.

Fiscal document actions

Action button	Description
Complementary fiscal document	Open the Purchase complementary fiscal document or Sales complementary fiscal document form, where you can create a purchase or sales complementary fiscal document. The Purchase complementary fiscal document or Sales complementary fiscal document form is determined by the type of the selected fiscal document (vendor or customer fiscal document).
Totals	Open the Totals form, where you can view the totals for the fiscal document.
Voucher	Open the Voucher transactions form, where you can view the voucher transactions for the fiscal document.
Charges	Open the Charges form, where you can view the charges for the fiscal document.
Posted sales tax	Open the Posted sales tax form, where you can view the posted sales tax for the fiscal document.
Original document	View the posted transaction that the fiscal document is generated for.
Fiscal document texts	Open the Fiscal document texts form, where you can view the fiscal document texts that are attached to the fiscal document.
Fiscal reference	Open the Fiscal reference form, where you can view the fiscal references that are attached to the fiscal document.
Import declaration	Open the Import declaration form, where you can view the import declaration information for the fiscal document.

NF-e federal actions

Action button	Description
Resend	Resend the corrected Nota Fiscal eletrônica (NF-e) XML file to the Secretaria da Fazenda (SEFAZ).
Security form contingency	Update the NF-e to the current contingency mode that was set up when contingency was turned on. This button is available only if the contingency mode is turned on in the Contingency mode form.
Send e-mail	Send the NF-e federal by email.
Export XML	Generate an XML file for an NF-e.
History	Open the NF-e history form, where you can view the history of transactions for NF-e.
XML document	View the XML file for the NF-e.

General

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

Field	Description
Fiscal establishment ID	The fiscal establishment of the fiscal document.
Series	The series of the fiscal document.
Number	The fiscal document number.
Access key	The access key for the fiscal document.
Model	The fiscal document model.
Specie	The specie of the fiscal document.
Direction	The direction of the fiscal document. The following options are available: Incoming – The fiscal document is related to incoming products or services. Outgoing – The fiscal document is related to outgoing products or services.
Document date	The fiscal document issue date.
Issuer	The issuer of the fiscal document. The options are Fiscal establishment and Third party.
CNPJ/CPF (In the Fiscal establishment field group)	The taxpayer registration number of the fiscal establishment.
IE (In the Fiscal establishment field group)	The state tax registration number of the fiscal establishment.
CCM	The municipal registration number of the city where the fiscal establishment is based.
Name	The name of the fiscal establishment.
Tributary Substitution Registry	The tributary substitution registry number of the fiscal establishment.
Telephone	The contact number of the fiscal establishment.
Status	The status of the fiscal document.
Account type	The type of account for the fiscal document. The options are Customer, Vendor, and Fiscal establishment.
Account	The account number for the account type.
Name	The name of the customer or vendor.
CNPJ/CPF (In the Third party account field group)	The taxpayer registration number of the customer or vendor.
IE (In the Third party account field group)	The state tax registration number of the customer or vendor.
Total amount	The transaction amount in the accounting currency.
Total products amount	The total amount for the products in the fiscal document.
Total services amount	The total amount for services in the fiscal document.
Complementary fiscal document type	The type of complementary fiscal document. The following options are available: Price – The complementary fiscal document is a price complementary fiscal document that is created to adjust an incorrect price for a fiscal document. Tax – The complementary fiscal document is an Imposto sobre Produtos Industrializados (IPI) or Imposto sobre Circulação de Mercadorias e Serviços (ICMS) complementary fiscal document that is created to adjust an incorrect IPI or ICMS amount of a fiscal document.
Complemented fiscal document series	The fiscal document series of the complemented fiscal document.
Complemented fiscal document number	The fiscal document number of the complemented fiscal document.

Address

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

Field	Description
Address (In the Third party address field group)	The address of the third party.
Address (In the Delivery address field group)	The address where products are delivered when the delivery address differs from the address of the third party.
CNPJ/CPF (In the Delivery address field group)	The taxpayer registration number that is related to the delivery address.
IE (In the Delivery address field group)	The state registration number that is related to the delivery address.
Address (In the Fiscal establishment field group)	The address of the fiscal establishment.

Transport information

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

Field	Description
Freight charge terms	The terms of the freight charges. The following options are available: Prepaid – The freight charge is paid in advance. Collect – The freight charge is paid when the items are received. Third party – The freight charge is paid by a third party that provides the delivery services. No freight – No freight charges are paid.
Delivery terms	The identification code for the terms of delivery.
Mode of delivery	The identification code for the means of transportation to deliver the items.
Vehicle number	The vehicle number that is used to transport the items.
State registered	The state where the vehicle that is used for transport is registered.
Carrier name	The name of the carrier.
CNPJ/CPF (In the Carrier field group)	The taxpayer registration number of the carrier.
IE (In the Carrier field group)	The state registration number of the carrier.
Volume type	The volume type for the products in the fiscal document.
Volume quantity	The volume quantity for the products in the fiscal document.
Gross weight	The total weight of the products.
Net weight	The net weight of the products.

Payments

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

Field	Description
Number of installments	The number of installments in the fiscal document invoice.
Amount	The amount for the fiscal document invoice.
Due date	The due date of the transaction.

Fiscal document lines

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

Button	Description
Fiscal document texts	Open the Fiscal document texts form, where you can view the fiscal document texts that are attached to the fiscal document lines.

Field	Description
CFOP	The Código Fiscal de Operações e Prestações (CFOP) code for the fiscal document line.
Item number	The item number for the fiscal document line.
Product name	The description of the item.
Quantity	The quantity of the item.
Unit price	The price per unit.
Amount	The amount for the fiscal document line, in the company currency.
Line discount	The line discount amount for the fiscal document.
Fiscal classification code	The fiscal classification code for the fiscal document.
Exception code	The fiscal classification exception code for the fiscal document.
Service code	The fiscal classification code that is applied for services.
Taxation origin	The taxation origin for the item.

Line details

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

The sales tax totals indicate the totals for each tax type that applies to the item of the selected fiscal document line, including charges. The item sales tax totals indicate the tax amounts for each tax type that applies to the item of the selected fiscal document line, excluding charges. The charges totals indicate the tax amounts for each tax type that applies to charges on the item of the selected fiscal document line.

Tab	Field	Description
Sales tax totals	Tax type	The type of tax that is related to the selected fiscal document line.
	Tax base amount	The total line amount for the tax type, including charges on which tax is calculated.
	Taxable amount	The total amount for the tax type that is taxable or recoverable, including charges.
	Other base amount	The total base amount for the tax type that is without credit or debit for the selected fiscal document line, including charges.
	Other tax amount	The calculated tax amount for the tax type that is without credit or debit for the selected fiscal document line, including charges.
	Exempt base amount	The total base amount for the tax type that is tax exempt for the selected fiscal document line, including charges.
Item sales tax	Sales tax rate	The rate at which the tax is calculated for the selected fiscal document line.
	Tributary substitution	The mark-up percentage that is used to calculate tributary substitution.
	Base reduction rate	The base reduction rate for the tax code.
	Fiscal value	The fiscal value for the taxation code.
	Taxation code	The taxation code that is applied to the selected fiscal document line.
Charges	Classification	The type of charge for the selected fiscal document line.
	Charges amount	The charge amount for the selected fiscal document line, in the transaction currency.
	Value	The rate at which the tax is calculated for the selected fiscal document line.

(BRA) Fiscal document (form)

Navigating the form

Fiscal document actions

NF-e federal actions

General

Address

Transport information

Payments

Fiscal document lines

Line details

See also

其他资源