(BRA) Process sales with future delivery

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

In Brazil, a sale of items that uses anticipated invoicing occurs in two phases. In the first phase, you can create a fiscal document for the payment that is received, but there is no movement of inventory. In the second phase, you can generate inventory transactions and Imposto sobre Circulação de Mercadorias e Serviços (ICMS) tax transactions when the actual delivery of items occurs.

Create fiscal document for the payment

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

   1. Select the Create customer/vendor transactions check box to specify that the operation type creates customer or vendor transactions.

   2. In the Item account field, select the default posting account that is used for the operation type in the ledger.

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

2. Click General ledger > Reports > Base data > Sales tax codes. Create sales tax codes for all taxes that apply to this operation, except the ICMS tax. 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 all the sales tax codes except the ICMS tax code.

4. Click General ledger > Setup > Sales tax > Item sales tax groups. Create an item sales tax group, and then attach all the sales tax codes except the ICMS tax to the item sales tax group.

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

   –or–

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

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

7. Post the sales order.

Generate tax transactions after delivery of the items

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

   • 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.

     备注

     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. Click General ledger > Reports > Base data > Sales tax codes. Create sales tax codes for taxes that apply to this operation. These taxes include the ICMS tax.

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 all the sales tax codes.

4. Click General ledger > Setup > Sales tax > Item sales tax groups. Create an item sales tax group, and then attach all the sales tax codes to the item sales tax group.

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

   –or–

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

6. To record this operation, create a sales order that has the operation type, sales tax group, and item sales tax group that you created.

7. In the Sales order form, click Line view, and then in the Sales order lines area, click Sales order line > From all. In the Copy from all form, select the sales order that was posted in the first phase, and then click OK. The status of the sales order that was posted in the first phase is updated to Open order in the Status field on the All sales orders list page.

8. Post the sales order.

See also

(BRA) Sales tax codes (modified form)

(BRA) Sales tax groups (modified form)

(BRA) Item sales tax groups (modified form)

(BRA) Operation type (form)

(BRA) Sales posting (modified form)