(MEX) Create and post a sales order and a project sales order as electronic invoices
Platí pro: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use the Prodejní objednávka 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 Vytvořit produkt form, the Typ produktu field must be Položka for the imported item and Servis 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.
Poznámka
You can assign a project to the sales order, and then post the sales order as an electronic invoice.
Klepněte na tlačítko Prodej a marketing > Společné > Prodejní objednávky > Všechny prodejní objednávky.
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Klepněte na tlačítko Řízení a účetnictví projektů > Společné > Projekty > Všechny projekty. Double-click a project, and then in the Projekty form, click Spravovat > Úloha položky > Prodejní objednávka to create a project sales order.
Click Prodejní objednávka to create a new sales order.
Poznámka
You can also assign a project to the sales order in the ID projektu field on the Obecné FastTab in the Vytvořit prodejní objednávku form.
Click Header view, and then click the Nastavení FastTab.
In the Skupina DPH field, select the sales tax group assigned to the sales tax code for the electronic invoice.
Click Line view, and then click the Detaily řádku FastTab.
Click the Nastavení tab, and then in the Skupina DPH položky field, select the item sales tax group assigned to the sales tax code for the electronic invoice.
Click the Produkt tab, and then in the Číslo proclení field, enter the number of the customs document that was generated when the item was imported.
In the Datum proclení field, select the date when the item was imported.
In the Název celnice field, enter the name of the customs authority in the country that the item was imported from. If you enter values in the Číslo proclení, Datum proclení, and Název celnice fields, you cannot enter a value in the Číslo nemovitosti field.
In the Číslo nemovitosti field, enter the registration number provided by the Mexican government for the leased property. If you enter a value in the Číslo nemovitosti field, you cannot enter values in the Číslo proclení, Datum proclení, and Název celnice fields.
Click Faktura > Faktura.
In the Zaúčtování faktury form, select the Tisk faktury check box to print the sales order invoice after the invoice is posted.
Select the Odeslat e-mail check box to send the .pdf and .xml files as email attachments to the customer.
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.
Poznámka
Click Dávka to post the sales order as an electronic invoice by using a batch process.
Close the forms.