(BRA) Fiscal reference (form)

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

Click Accounts payable > Common > Purchase orders > All purchase orders. Select or create a purchase order or a return purchase order. On the Action Pane, click the Invoice tab, and then click Invoice. In the Vendor invoice form, on the Action Pane, on the Vendor invoice tab, click Add fiscal reference.

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Click Procurement and sourcing > Common > Purchase orders > All purchase orders. Select or create a purchase order or a return purchase order. On the Action Pane, click the Invoice tab, and then click Invoice. In the Vendor invoice form, on the Action Pane, on the Vendor invoice tab, click Add fiscal reference.

–or–

Click Accounts receivable > Common > Sales orders > All sales orders. Select or create a sales order. On the Action Pane, click the Invoice tab, and then click Invoice. In the Posting invoice form, in the lower pane, click the Setup tab, and then click Fiscal reference.

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Click Sales and marketing > Common > Sales orders > All sales orders. Select or create a sales order. On the Action Pane, click the Invoice tab, and then click Invoice. In the Posting invoice form, in the lower pane, click the Setup tab, and then click Fiscal reference.

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Click Accounts receivable > Common > Fiscal documents > All sales complementary fiscal documents. Select or create a sales complementary fiscal document. On the Action Pane, click Add fiscal reference.

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Click Accounts payable > Common > Fiscal documents > All purchase complementary fiscal documents. Select or create a purchase complementary fiscal document. On the Action Pane, click Add fiscal reference.

Use this form to attach customer or vendor fiscal documents as fiscal references to another fiscal document. Fiscal references are used to link two or more related fiscal documents. You attach fiscal references to a fiscal document when you post the fiscal document. You can use this form to manually set up a referenced fiscal document if the fiscal document is not available in Microsoft Dynamics AX. You can also use this form to view the fiscal references that are attached to a posted fiscal document.

Task that uses this form

(BRA) Attach a fiscal reference to a fiscal document

Navigating the form

The following tables provide descriptions for the controls in this form.

Button

Button	Description
Fiscal document	Open the Choose fiscal reference based fiscal documents form, where you can select existing customer, vendor, or transfer fiscal documents and attach them as fiscal references to the fiscal document.

Fields

Field	Description
Document model	Select the document model for the fiscal document. If the Is for NF-e (federal) check box is selected for the document model in the Document model form, the Access key field is available and the Number and Series fields are not available.
Access key	Enter the access key for the electronic fiscal document (NF-e). Nota This field is available only if you select a document model in the Document model field, and the Is for NF-e (federal) check box is selected for the document model in the Document model form.
Number	Enter the identification number of the fiscal document. Nota This field is available only if you select a document model in the Document model field, and the Is for NF-e (federal) check box is not selected for the document model in the Document model form.
Series	Enter the series number of the fiscal document. Nota This field is available only if you select a document model in the Document model field, and the Is for NF-e (federal) check box is not selected for the document model in the Document model form.
Date	Select the document date of the fiscal document.
Direction	Select one of the following options to indicate whether the fiscal document is related to incoming or outgoing products or services: Incoming Outgoing
Issuer	Select an option to indicate whether the fiscal document was issued by the Fiscal establishment or by a Third party.
Account type	Select Customer, Vendor, or Fiscal establishment as the type of account.
Account	Select the customer account, vendor account, or fiscal establishment that generated the fiscal document.
Text ID	Select the fiscal document source text for the referenced fiscal document.

See also

(BRA) Choose fiscal reference based fiscal documents (form)

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