(BRA) Create and post a purchase order

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

You can create and post a purchase order by specifying the operation type, presence type of the fiscal operation, and Código Fiscal de Operações e Prestações (CFOP) code. The presence type of a fiscal operation in a purchase order is used to record fiscal information for receipts, packing slips, and invoices during posting.

You must assign a fiscal establishment to a site before you can create and post a purchase order. For more information, see (BRA) Create sites.

Use the following procedures to create and post a purchase order.

Create a purchase order

Use the Create purchase order form to create a purchase order.

1. Click Accounts payable > Common > Purchase orders > All purchase orders.

2. On the Action Pane, click Purchase order, and then in the Vendor account field, select a vendor account.

3. On the General FastTab, in the Purchase type field, select Purchase order.

4. Click OK.

5. In the Purchase order form, on the Action Pane, click Header view, and then click the Fiscal information FastTab.

6. In the Operation type field, select the operation type for the purchase order that determines whether the vendor invoice generates accounting entries or inventory movement, or creates vendor transactions.

7. In the Presence type field, modify the presence type of the fiscal operation that you specified for the vendor on the Fiscal information FastTab in the Vendor form, if required. If you create a new purchase order for a vendor by copying an existing purchase order, the presence type of the original purchase order is applied to the new copied purchase order.

   Megjegyzés

   This control is available only if cumulative update 8 for AX2012 R3 is installed.

8. On the Action Pane, click Line view, and then create a purchase order line. At a minimum, you must specify an item, a purchase quantity, a unit, and a unit price.

9. On the Line details FastTab, on the Product tab, in the Site field, select a site.

10. On the Action Pane, click Fiscal document texts to attach fiscal document texts to the purchase order. For more information, see (BRA) Attach fiscal document texts to a fiscal document.

Post a purchase order

Use the Vendor invoice form to post a purchase order.

1. Click Accounts payable > Common > Purchase orders > All purchase orders.

2. Select a purchase order that has a status of Approved or Confirmed.

3. On the Action Pane, click Invoice > Invoice.

4. In the Vendor invoice form, enter values in the Number, Invoice description, and Series fields. For more information, see (BRA) Vendor invoice (modified form).

5. In the Document model field, select the document model for the vendor invoice.

6. In the Access key field, enter the access key for the electronic fiscal document (NF-e).

   Megjegyzés

   This field is available only if you select a document model in the Document model field, and if the Is for NF-e (federal) check box is selected for the document model in the Document model form.

7. In the Number field, enter the invoice number for the vendor invoice. In the Series field, enter the fiscal document series for the vendor invoice.

   Megjegyzés

   These fields are available only if you select a document model in the Document model field, and if the Is for NF-e (federal) check box is cleared for the document model in the Document model form.

8. In the Specie field, select the specie for the vendor invoice.

9. On the Action Pane, click Add shipping specifications, and then create a shipment specification.

10. Enter values in the Volume type, Volume quantity, Gross weight, and Net weight fields. For more information, see (BRA) Shipments (form).

11. Click Header view.

12. On the Fiscal information FastTab, select the Electronic fiscal document for services check box.

13. In the Presence type field, modify the presence type of the fiscal operation that was specified for the purchase order, if required.

    Megjegyzés

    This control is available only if cumulative update 8 for AX2012 R3 is installed.

14. On the Action Pane, click Review > Matching details to validate the invoice.

15. Click Vendor invoice > Totals to verify the total invoice amount for sales tax codes and charges.

16. Click Post > Post to post the invoice.

See also

(BRA) Purchase order (modified form)

(BRA) Create and post a return purchase order

(BRA) Create and post a purchase order for a foreign vendor

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