(POL) Post an internal invoice

  • 项目

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

An internal invoice documents how taxes are calculated for purchases that are made within the European Union (EU). The internal invoice is a tax calculation document that is separate from the vendor invoice. You can create one EU internal invoice for multiple transactions or you can create an EU invoice for each transaction.

Before you can post an internal invoice for a transaction that occurred within the EU, you must create a vendor record and an item sales tax group. You can then create a purchase order and post the invoice.

Create a vendor

  1. Click Accounts payable > Common > Vendors > All vendors. On the Action Pane, on the Vendor tab, in the New group, click Vendor.

    For more information about the fields in this form, see 供应商（窗体）

  2. On the Invoice and delivery FastTab, in the Sales tax group field, select the sales tax group.

  3. Select the VAT date is required check box to specify that the value-added tax (VAT) date is required on all transactions that include sales tax for this vendor.

    备注

    This check box is available only if you have selected the Transaction date for VAT register period configuration key in the License configuration form.

  4. Enter any remaining information about the vendor.

Create an item sales tax group

  1. Click General ledger > Setup > Sales tax > Item sales tax groups.

  2. Click New and enter the name and a description of the item sales tax group.

    备注

    For more information about the fields in this form, see 增值税（物料）组（窗体）.

  3. On the Setup FastTab, click Add, and in then the Sales tax code field, select a sales tax code to assign to the sales tax group.

    You can add one or more sales tax codes to the item sales tax group.

Create a purchase order and generate an invoice

  1. Click Accounts payable > Common > Purchase orders > All purchase orders. On the Action Pane, on the Purchase order tab, in the New group, click Purchase order.

  2. Enter the required details.

    For more information about the fields in this form, see 采购订单（窗体）

  3. On the Action Pane, on the Invoice tab, in the Generate group, click Invoice.

  4. In the Vendor invoice form, in the Number field, enter the invoice number, and then, on the Action Pane, click Post > Post.

Create and print an internal EU invoice

  1. Click Organization administration > Periodic > Foreign trade > EU internal invoice. Select the records for which to create an internal invoice, and then click Create.

  2. In the Internal EU Invoice form, in the Invoice date field, select the internal invoice date, and then close the form.

  3. Click Organization administration > Inquiries > Foreign trade > EU internal invoices.

  4. Click Print to print the internal invoice.