(BRA) Sales complementary fiscal document (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click Accounts receivable > Common > Fiscal documents > All sales complementary fiscal documents. To open a sales complementary fiscal document, double-click the sales complementary fiscal document. To create a sales complementary fiscal document, on the Action Pane, click Complementary fiscal document. In the Fiscal documents form, in the Complementary fiscal document type field, select the type of complementary fiscal document, and then select the fiscal documents for which to create a sales complementary fiscal document. Click OK.
Use this form to create, maintain, and view a sales complementary fiscal document. The sales complementary fiscal document is a fiscal document that complements the original sales fiscal document. All information, except for charges, is updated from the original sales fiscal document. You cannot add lines to or delete lines from a sales complementary fiscal document.
You can view the distributions, subledger journal entries, voucher transactions, posted sales tax, payment schedule, and fiscal references for the original fiscal document that is related to the sales complementary fiscal document. You can also post or cancel a sales complementary fiscal document.
Task that uses this form
(BRA) Create and post a sales complementary fiscal document
Navigating the form
The following tables provide descriptions for the controls in this form.
Complementary invoice actions
Action button |
Description |
---|---|
Sales complementary fiscal document |
Open the Fiscal documents form, where you can select a fiscal document for which to create a sales complementary fiscal document. |
Edit |
Modify or update the details of the sales complementary fiscal document. |
Delete |
Delete the sales complementary fiscal document. |
Header view |
View header and header-related information for the sales complementary fiscal document on the FastTabs. |
Line view |
View header and line information for the sales complementary fiscal document. You can click the Invoice lines and Line details FastTabs to view additional information about sales complementary fiscal document lines. |
Post |
Post the sales complementary fiscal document. |
View distributions |
Open the Accounting distributions form, where you can view the accounting distributions for the original fiscal document lines that are related to the sales complementary fiscal document. |
Subledger journal |
Open the Subledger journal form, where you can view the subledger journal lines for the original fiscal document transaction that is related to the sales complementary fiscal document. |
Cancel fiscal document |
Open the Sales complementary fiscal document form, where you can cancel the selected sales complementary fiscal document. |
Voucher |
Open the Voucher transactions form, where you can view the voucher transactions for the original fiscal document that is related to the sales complementary fiscal document. |
Sales tax |
Open the Posted sales tax form, where you can view the posted sales tax for the original fiscal document that is related to the sales complementary fiscal document. |
Payment schedule |
Open the Payment schedule form, where you can view the details of the payment schedule for the original fiscal document that is related to the sales complementary fiscal document. |
Payment format |
Set up the payment export format for the sales complementary fiscal document. This button is available only if a payment is generated when posting the original fiscal document. |
Add fiscal reference |
Open the Fiscal reference form, where you can view the fiscal references that are attached to the original fiscal document that is related to the sales complementary fiscal document. |
Sales tax amount |
Specify the Imposto Sobre Produtos Industrializados (IPI) and Imposto Sobre Circulação de Mercadorias e Serviços (ICMS) amounts to be adjusted in the sales complementary fiscal document. The amount specified is distributed between the complementary fiscal document lines. |
Fiscal document texts |
Open the Fiscal document texts form, where you can view the fiscal document texts that are attached to the original fiscal document that is related to the sales complementary fiscal document. You can also attach fiscal document texts to the sales complementary fiscal document. |
Complementary invoice header
This tab is displayed only in the line view of the form.
Field |
Description |
---|---|
Invoice date |
Select the date when the sales complementary fiscal document is posted. |
Status |
The status of the sales complementary fiscal document. |
Invoice |
The invoice number for the original fiscal document. |
Complementary fiscal document type |
The type of sales complementary fiscal document. The following options are available:
|
Fiscal document type |
The fiscal document type for the original fiscal document. |
Final user |
Indicates whether the customer is the final user, as noted on the original fiscal document. |
Invoice lines
This area is displayed only in the line view of the form.
Button |
Description |
---|---|
Distribute amounts |
Open the Accounting distributions form, where you can view the distribution lines for the original fiscal document that is related to the sales complementary fiscal document. |
Field |
Description |
---|---|
Item number |
The item number for the item in the original fiscal document line. |
Description |
Update the description for the sales complementary fiscal document line. |
CFOP |
The Código Fiscal de Operações e Prestações (CFOP), or fiscal operation code, for the original fiscal document line. |
Original line amount |
The amount for the original fiscal document line in the transaction currency. |
Corrected line amount |
Specify the corrected line amount in the transaction currency. The difference between the amounts in the Corrected line amount and Original line amount fields is updated in the Amount field. Note This field is available only if Price is selected in the Complementary fiscal document typefield. |
Amount |
Specify the amount to be adjusted in the sales complementary fiscal document. The corrected line amount is updated in the Corrected line amount field. Note This field is available only if Price is selected in the Complementary fiscal document type field. |
Additional IPI amount |
Specify the IPI amount to be adjusted in the sales complementary fiscal document. Note This field is available only if Tax is selected in the Complementary fiscal document type field. |
Additional ICMS amount |
Specify the ICMS amount to be adjusted in the sales complementary fiscal document. Note This field is available only if Tax is selected in the Complementary fiscal document type field. |
Line details
This tab is displayed only in the line view of the form.
Tab |
Field |
Description |
---|---|---|
Setup |
Sales tax group |
Select the sales tax group for the sales complementary fiscal document. |
Item sales tax group |
Select the item sales tax group for the sales complementary fiscal document. |
|
Product |
Configuration |
The descriptive name of the configuration for the item. |
Size |
The size of the item. |
|
Color |
The color of the item. |
|
Batch number |
The batch number for the item. |
|
Serial number |
The serial number for the item. |
|
Site |
The site that ships the items that were ordered. |
|
Warehouse |
The warehouse that dispatches the items that were ordered. |
|
Location |
The location of the item in the warehouse. |
|
Fiscal information |
CFOP |
The CFOP or fiscal operation code for the original fiscal document line. |
Financial dimensions |
Template ID |
Select the default template that specifies the financial dimensions to use for distributing transaction amounts. The information in the template will be used to display default dimension values. You can set up a template in the Financial dimension default templates form. |
Default financial dimensions |
The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures. |
|
Where the %1 dimension is used |
The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group. Note The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group. |
General
This tab is displayed only in the header view of the form.
Field |
Description |
---|---|
Fiscal establishment ID |
The fiscal establishment ID for the original fiscal document. |
Customer account |
The customer account number that is associated with the original fiscal document. |
Currency |
The currency of the original fiscal document. |
Series |
The series of the original fiscal document. |
Number |
The invoice number for the original fiscal document. |
Model |
The fiscal document model for the original fiscal document. |
Posting profile |
Select the posting profile for the sales complementary fiscal document. The posting profile determines which ledger summary account is used for accounts receivable postings. |
Delivery address
This tab is displayed only in the header view of the form.
Field |
Description |
---|---|
Delivery address |
The delivery address for the products that were sold. |
Address |
View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format. |
Financial dimensions
This tab is displayed only in the header view of the form.
Field |
Description |
---|---|
Template name |
Select the default template that specifies the financial dimensions to use for distributing transaction amounts. The information in the template will be used to display default dimension values. You can set up a template in the Financial dimension default templates form. |
Default financial dimensions |
The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures. |
Where the %1 dimension is used |
The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group. Note The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group. |
Payment
This tab is displayed only in the header view of the form.
Field |
Description |
---|---|
Currency |
The currency of the sales complementary fiscal document. |
Due date |
Enter the last date when the payment can be made. |
Terms of payment |
Enter the terms of payment that apply to the sales complementary fiscal document. |
Method of payment |
Select the method of payment for the sales complementary fiscal document. Note The method of payment must be set up in the Methods of payment form. |
Payment specification |
Specify how payments that are made by using the current method of payment must be handled. |
Bank account |
Select the bank account number for the customer. |
Payment schedule |
Select a payment schedule if the customer pays for the order in multiple installments. |
Cash discount |
Select the cash discount that applies to the sales complementary fiscal document. Note The cash discount must be set up in the Cash discounts form. |
Discount percentage |
The discount percentage for the sales complementary fiscal document. |
Cash discount date |
Select the last date on which to make the payment to qualify for a cash discount. |
Fiscal information
This tab is displayed only in the header view of the form.
Field |
Description |
---|---|
Fiscal document type |
The type of fiscal document for the original fiscal document. |
Final user |
Indicates whether the customer is the final user. |
SUFRAMA |
Indicates whether a customer is based in a Superintendência da Zona Franca de Manaus (SUFRAMA) free trade zone. |
Discount PIS and COFINS |
Indicates whether the SUFRAMA customer is exempt from Programa de Integração Social (PIS) and Contribuição para o financiamente da securidade social (COFINS) taxes. |
See also
(BRA) About sales complementary fiscal documents
(BRA) All sales complementary fiscal documents (list page)
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