(BRA) Process items sent as rentals, free samples, demonstrations, or repairs [AX 2012]

Updated: February 7, 2013

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

In some circumstances, taxes may not be involved when you send items as rentals or free samples, or when items are sent for demonstration purposes or repairs. Use the following procedure to process items sent as rentals, free samples, demonstrations, or repairs.

  1. Click Organization administration > Setup > Brazil > Operation type. Create an operation type that has the following setup:

    1. Select the Create inventory movements check box to specify that the operation type generates inventory movement, and to record the physical and financial movement of inventory.

      NoteNote

      To create inventory-related ledger transactions, you must select the Post physical inventory and Post financial inventory check boxes on the Setup FastTab in the Item model groups form.

    2. In the Customer field group, in the Posting profile field, select the customer posting profile for the operation type.

    For more information, see (BRA) Set up operation types.

  2. Click General ledger > Setup > Sales tax > Sales tax codes. Create ICMS and IPI sales tax codes. For more information, see (BRA) Set up tax codes.

  3. Click General ledger > Setup > Sales tax > Sales tax groups. Create a sales tax group. In the Sales tax groups form, click the Setup FastTab, and then add the ICMS and IPI tax codes to the sales tax group.

    NoteNote

    For taxes that are exempt, in the Taxation code field on the Setup FastTab, you must select a taxation code for which the fiscal value is set to 2. without credit/debit (exempt or not taxable) in the Fiscal value field in the Taxation code form.

  4. Click Sales and marketing > Common > Sales orders > All sales orders.

    –or–

    Click Accounts receivable > Common > Sales orders > All sales orders.

  5. To record this operation, create a sales order that has the operation type and sales tax group that you created. For more information, see (BRA) Create and post a sales order.

  6. Post the sales order.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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