(BRA) Sales orders (modified form)

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

Click Accounts receivable > Common > Sales orders > All sales orders. To open an existing sales order, double-click the sales order. To create a sales order, on the Action Pane, on the Sales order tab, click Sales order.

–or–

Click Sales and marketing > Common > Sales orders > All sales orders. To open an existing sales order, double-click the sales order. To create a sales order, on the Action Pane, on the Sales order tab, click Sales order.

–or–

Click Project management and accounting > Common > Item tasks > Project sales orders. To open an existing sales order, double-click the sales order. To create a sales order, on the Action Pane, on the Sales order tab, click Sales order.

Use this form to create, maintain, and inquire about sales orders. You can attach fiscal document texts to a sales order or a sales order line, cancel an incorrect customer fiscal document, and post a delivery slip for a sales order. You can also specify tax registration numbers and fiscal information for a sales order or for sales order lines.

Nota

The controls that are described in this topic apply only to your country/region. For full documentation of this form, see the following topic or topics:

Pedidos de ventas (formulario)

Tasks that use this form

(BRA) Create and post a sales order

(BRA) Create and confirm a sales order for an electronic fiscal document for services

Sales order action

Action button	Description
Fiscal document texts	Open the Fiscal document texts form, where you can attach fiscal document texts to the sales order.

Sell action

Action button	Description
Cancel fiscal document	Open the Cancel fiscal document form, where you can cancel an incorrect customer fiscal document that is issued from a sales order.

Pick and pack action

Action button	Description
Delivery slip	Open the Posting delivery slip form, where you can post and print a delivery slip for the sales order. Nota This button is available only if a delivery Código Fiscal de Operações e Prestações (CFOP) code is assigned to all the CFOP codes that are specified on the sales order lines of the sales order.

Address

This tab is displayed only in the header view of the form.

Field	Description
CNPJ/CPF	The taxpayer registration number of the customer. This field is updated with the customer Cadastro Nacional da Pessoa Jurídica (CNPJ) or Cadastro de Pessoas Físicas (CPF) number, based on the state of the delivery address that is selected from the addresses that are available for the customer in the Customers form. Nota If the delivery address for the customer is changed to an address that is not available in the Customers form, you can enter the taxpayer registration number in the CNPJ/CPF field in the New address form.
IE	The state registration number of the customer. The field is updated with the customer Inscrição Estadual (IE) number, based on the delivery address that is selected from the addresses that are available for the customer in the Customers form. Nota If the delivery address for the customer is changed to an address that is not available in the Customers form, you can enter the state registration number in the IE field in the New address form.

Price and discount

This tab is displayed only in the header view of the form.

Field	Description
Fine code	Select a fine code to calculate the fine on the customer fiscal document if the payment is delayed.
Interest code	Select an interest code to calculate the interest on the customer fiscal document if the payment is delayed.

Fiscal information

This tab is displayed only in the header view of the form.

Field	Description
Operation type	Select the operation type for the sales order. The operation type that you select determines whether the sales invoice generates inventory movement and creates customer transactions.
Final user	Select this check box if the customer is the final user. If you select this check box, the Imposto Sobre Circulação de Mercadorias e Serviços (ICMS) is applied over Imposto Sobre Produtos Industrializados (IPI) tax.
Service on delivery address	Select this check box to use service codes and Instituto Brasileiro de Geografia e Estatistica (IBGE) codes based on the city of the delivery address.
Presence type	The presence type of the fiscal operation that was selected on the Fiscal information tab in the Customer form. You can modify this value, if required. Nota This control is available only if cumulative update 8 for AX2012 R3 is installed.
SUFRAMA	A selected check box indicates that the customer is located in the Superintendência da Zona Franca de Manaus (SUFRAMA) region. SUFRAMA customers are exempt from paying ICMS and IPI taxes.
Discount PIS and COFINS	A selected check box indicates that the Programa de Integração Social (PIS) and Contribuição para o financiamente da securidade social (COFINS) are exempt for SUFRAMA customers.

Sales order lines

This tab is displayed only in the line view of the form.

Button	Description
Sales order line	Open a menu that contains the following item: Fiscal document texts – Open the Fiscal document texts form, where you can attach fiscal document texts to the selected sales order line.

Field	Description
CFOP	Select a CFOP code for the order line. The CFOP codes that are available depend on the location of the fiscal establishment of the site, and on the order type, operation type, location of the customer, and delivery address of the customer.
SUFRAMA discount	Enter the discount percentage for the SUFRAMA customer.

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 sale order line. Nota The field is updated based on the conditions that apply to the tax matrix and the CFOP code that you select in the CFOP field. For more information, see (BRA) Taxes matrix (form).
	Item sales tax group	Select the item sales tax group for the sale order line. Nota The field is updated based on the conditions that apply to the tax matrix and the CFOP code that you select in the CFOP field.
	Delivery item sales tax group	Select the item sales tax group that is used to calculate the item taxes for the delivery slip. Nota This field is available only if the CFOP code that is assigned to the sales order line has a delivery CFOP code assigned to it. It is updated based on the conditions that apply to the tax matrix and the CFOP code that you select in the Delivery CFOP field.
	Delivery sales tax group	Select the sales tax group that is used to calculate the taxes for the delivery slip. Nota This field is available only if the CFOP code that is assigned to the sales order line has a delivery CFOP code assigned to it. It is updated based on the conditions that apply to the tax matrix and the CFOP code that you select in the Delivery CFOP field.
Fiscal information	Fiscal document type	Select the type of fiscal document for the sales order line. Nota The fiscal document types that are available depend on the fiscal establishment of the site.
	CFOP	Select the CFOP code for the sales order line. Nota The CFOP codes that are available depend on the location of the fiscal establishment of the site, and on the order type, operation type, location of the customer, and delivery address of the customer.
	Service code	Select the service code that is applied to services.
	Delivery CFOP	Select the CFOP code that is used for delivery slips.

See also

(BRA) Fiscal document texts (form)

(BRA) Cancel customer fiscal document (form)

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