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(BRA) Create and post a sales order

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

You can create and post a sales order by specifying the Código Fiscal de Operações e Prestações (CFOP) code, operation type, and fiscal presence type for the operation. You can summarize the customer invoices before you post the sales order. The presence type of a fiscal operation in a sales order is used as a parameter to group customer invoices, quotations, confirmations, picking lists, and packing slips during posting.

When you post a sales order, a fiscal document is generated with the total amounts, general ledger transactions, and posted sales taxes information.

Create a sales order

  1. Click Sales and marketing > Common > Sales orders > All sales orders.

    –or–

    Click Accounts receivable > Common > Sales orders > All sales orders.

  2. Create a sales order.

  3. In the Sales order form, on the Action Pane, click Header view, and then click the Address FastTab.

  4. In the Delivery address field, select a delivery address for the sales order. The CNPJ/CPF and IE fields are updated with the Cadastro Nacional da Pessoa Jurídica (CNPJ)/Cadastro de Pessoas Físicas (CPF) and Inscrição Estadual (IE) of the customer, based on the address that is selected as the delivery address for the customer in the Customers form. If the CNPJ/CPF and IE are not specified for the address, the CNPJ/CPF and IE fields in the Sales order form are updated with the CNPJ/CPF and IE on the Fiscal information FastTab in the Customers form.

    Megjegyzés

    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 and the state registration number in the CNPJ/CPF and IE fields on the General FastTab in the New address form.

  5. Click the Fiscal information FastTab.

  6. In the Operation type field, select the operation type that specifies whether the sales invoice generates accounting entries or inventory movement, or whether it creates customer transactions. You can leave this field blank if the sales invoice generates both inventory movement and customer transactions.

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

  9. In the Sales order lines grid, in the Site field, select the site for the selected sales order line. The tax groups in the Sales tax group and Item sales tax group fields on the Setup tab on the Line details FastTab are updated based on the tax matrix that is attached to the fiscal establishment of the site. You can also update the sales tax group and item sales tax groups in the Sales tax group and Item sales tax group fields.

  10. In the CFOP field, select the CFOP code for the sales order line. CFOP codes are available based on the fiscal establishment of the site, order type, operation type, location of the customer, and delivery address of the customer.

Post a sales order

  1. Click Sales and marketing > Common > Sales orders > All sales orders.

    –or–

    Click Accounts receivable > Common > Sales orders > All sales orders.

  2. Double-click the sales order to post.

  3. On the Action Pane, click the Invoice tab, and then click Invoice to open the Posting invoice form.

  4. Select the Posting and Print invoice check boxes to post the sales order and print the fiscal document.

  5. Click OK to post the sales order.

    Megjegyzés

    You can use the Summary update for field on the Other tab in the Posting invoice form to summarize the customer invoices before posting the sales order. When you post a sales order, one fiscal document is created for every fiscal establishment, and the fiscal document is split based on the information that you set up for invoices in the Split based on field group on the Summary update FastTab in the Accounts receivable parameters form. Gift cards added to the sales order will not generate fiscal documents. For more information, see (BRA) Accounts receivable parameters (modified form).

See also

(BRA) Sales orders (modified form)

(BRA) Set up fiscal document types

(BRA) Fiscal document types (form)

(BRA) Set up operation types

(BRA) Operation type (form)

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